IMG Wealth Management, Inc.

Position in GS — Goldman Sachs Group Inc

CIK 2032103 JACKSONVILLE, FL

Position in GS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$613,901

+$100,386 QoQ

Shares Held

607

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.43%

of 13F equity value

Holder Rank

#2,054

of 3,125 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IMG Wealth Management, Inc. holds $662,114 across 5 Capital Markets names. GS ranks #1 (92.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	607	$613,901
2	MS	Morgan Stanley	86	$17,977
3	IBKR	Interactive Brokers Group, Inc.	206	$17,930
4	SCHW	Schwab Charles Corp	91	$8,396
5	HOOD	Robinhood Markets, Inc.	39	$3,910

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$613,901	607	0.0%	Shares	Sole	2026-08-07
2026-03-31	$513,515	607	+0.7%	Shares	Sole	2026-05-15
2025-12-31	$530,037	603	+2.2%	Shares	Sole	2026-02-05
2025-09-30	$469,846	590	0.0%	Shares	Sole	2025-11-05
2025-06-30	$417,572	590	+1.2%	Shares	Sole	2025-07-30
2025-03-31	$318,487	583	+0.7%	Shares	Sole	2025-04-23
2024-12-31	$331,546	579	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.