Goldstone Financial Group, LLC
Position in GS — Goldman Sachs Group Inc
CIK 2040021
OAKBROOK TERRACE, IL
Position in GS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,227,803
+$128,016 QoQ
Shares Held
1,214
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,608
of 3,125 holders
Holding Since
Jun 2024
9 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, 2026Goldstone Financial Group, LLC holds $2,479,952 across 2 Capital Markets names. GS ranks #2 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
5,990 | $1,252,149 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
1,214 | $1,227,803 |
All Filings in GS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,227,803 | 1,214 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,099,787 | 1,300 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,387,062 | 1,578 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,180,987 | 1,483 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,083,565 | 1,531 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $719,463 | 1,317 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $784,489 | 1,370 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $537,689 | 1,086 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $442,821 | 979 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||