Abound Wealth Management

Position in GS — Goldman Sachs Group Inc

CIK 1950323 FRANKLIN, TN

Position in GS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$160,807

+$6,837 QoQ

Shares Held

159

-12.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#2,895

of 3,124 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abound Wealth Management holds $224,967 across 15 Capital Markets names. GS ranks #1 (71.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	159	$160,807
2	MS	Morgan Stanley	159	$33,237
3	SCHW	Schwab Charles Corp	107	$9,872
4	IBKR	Interactive Brokers Group, Inc.	110	$9,574
5	IREN	IREN Ltd	201	$9,191
6	SNEX	StoneX Group Inc.	6	$474
7	EVR	Evercore Inc.	1	$341
8	HOOD	Robinhood Markets, Inc.	3	$300

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$160,807	159	-12.6%	Shares	Sole	2026-07-10
2026-03-31	$153,970	182	+1.7%	Shares	Sole	2026-04-10
2025-12-31	$157,341	179	+9.1%	Shares	Sole	2026-01-12
2025-09-30	$130,601	164	+13.1%	Shares	Sole	2025-10-10
2025-06-30	$102,623	145	-3.3%	Shares	Sole	2025-07-14
2025-03-31	$81,943	150	+85.2%	Shares	Sole	2025-04-17
2024-12-31	$46,382	81	-28.9%	Shares	Sole	2025-01-13
2024-09-30	$56,442	114	+70.1%	Shares	Sole	2024-11-04
2024-06-30	$30,305	67	0.0%	Shares	Sole	2024-08-09
2024-03-31	$27,985	67	+1.5%	Shares	Sole	2024-08-08
2023-12-31	$25,460	66	+29.4%	Shares	Sole	2024-08-08
2023-09-30	$16,502	51	-20.3%	Shares	Sole	2024-08-08
2023-06-30	$20,642	64	+30.6%	Shares	Sole	2024-08-08
2023-03-31	$16,028	49	+48.5%	Shares	Sole	2024-08-07
2022-12-31	$11,331	33	-45.9%	Shares	Sole	2024-08-07
2022-09-30	$17,876	61	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.