Position in GS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$310,490
+$81,227 QoQ
Shares Held
307
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#2,533
of 3,124 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Aletheian Wealth Advisors LLC holds $606,490 across 2 Capital Markets names. GS ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
307 | $310,490 | |
| 2 | MS |
Morgan Stanley
|
1,416 | $296,000 |
All Filings in GS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,490 | 307 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $229,263 | 271 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $241,294 | 303 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $220,818 | 312 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||