Goldenstone Wealth Management LLC
Position in GS — Goldman Sachs Group Inc
CIK 2109094
EL DORADO HILLS, CA
Position in GS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$964,846
+$135,776 QoQ
Shares Held
954
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#1,773
of 3,125 holders
Holding Since
Dec 2025
3 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, 2026Goldenstone Wealth Management LLC holds $1,889,638 across 2 Capital Markets names. GS ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
954 | $964,846 | |
| 2 | MS |
Morgan Stanley
|
4,424 | $924,792 |
All Filings in GS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,846 | 954 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $829,070 | 980 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $868,452 | 988 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||