Position in GS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,742,590
+$246,034 QoQ
Shares Held
1,723
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#1,422
of 3,125 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CASTLE WEALTH MANAGEMENT LLC holds $2,313,896 across 2 Capital Markets names. GS ranks #1 (75.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
1,723 | $1,742,590 | |
| 2 | MS |
Morgan Stanley
|
2,733 | $571,306 |
All Filings in GS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,742,590 | 1,723 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,496,556 | 1,769 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,505,727 | 1,713 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,509,879 | 1,896 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,460,088 | 2,063 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,109,514 | 2,031 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,112,600 | 1,943 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $674,339 | 1,362 | Shares | Sole | 2024-10-31 | |
| 2022-09-30 | $53,628 | 183 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $39,503 | 133 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||