Position in GS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$747,402
+$527,445 QoQ
Shares Held
739
+184.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,940
of 3,136 holders
Holding Since
Mar 2024
10 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, 2026Icon Wealth Advisors, LLC holds $4,347,764 across 7 Capital Markets names. GS ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
7,584 | $1,585,359 | |
| 2 | SCHW |
Schwab Charles Corp
|
11,325 | $1,044,957 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
739 | $747,402 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,649 | $265,641 | |
| 5 | SF |
Stifel Financial Corp
|
3,629 | $253,195 | |
| 6 | HUT |
Hut 8 Corp.
|
2,000 | $230,890 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
16,553 | $220,320 |
All Filings in GS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $747,402 | 739 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $219,957 | 260 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $543,222 | 618 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $418,880 | 526 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $418,280 | 591 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $260,034 | 476 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $251,380 | 439 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $238,643 | 482 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $160,573 | 355 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $138,255 | 331 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||