Position in GS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,774,156
+$919,060 QoQ
Shares Held
6,698
-3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#212
of 1,223 holders
Holding Since
Jun 2023
13 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $15,466,532 across 11 Capital Markets names. GS ranks #1 (43.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
6,698 | $6,774,156 | |
| 2 | MS |
Morgan Stanley
|
10,405 | $2,175,061 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
16,332 | $1,421,537 | |
| 4 | SCHW |
Schwab Charles Corp
|
10,685 | $985,904 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
8,861 | $888,581 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
28,484 | $779,891 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
54,730 | $728,456 | |
| 8 | WULF |
Terawulf Inc.
|
28,037 | $692,513 |
All Filings in GS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,774,156 | 6,698 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,855,096 | 6,921 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,618,870 | 7,530 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,710,625 | 7,171 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,592,589 | 6,489 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,402,583 | 4,398 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $2,549,304 | 4,452 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,749,217 | 11,612 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $5,227,914 | 11,558 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $4,107,981 | 9,835 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,132,754 | 10,713 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,336,330 | 10,311 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,002,131 | 3,107 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||