Position in GS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,231,295
+$2,136,744 QoQ
Shares Held
7,150
+18.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#785
of 3,125 holders
Holding Since
Jun 2021
21 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $18,089,453 across 12 Capital Markets names. GS ranks #1 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
This page
|
7,150 | $7,231,295 | |
| 2 | BMNR |
Bitmine Immersion Technologies, Inc.
|
264,275 | $3,517,500 | |
| 3 | MS |
Morgan Stanley
|
11,635 | $2,432,180 | |
| 4 | IREN |
IREN Ltd
|
23,408 | $1,070,447 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
10,549 | $1,057,853 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
13,369 | $796,391 | |
| 7 | SCHW |
Schwab Charles Corp
|
8,411 | $776,082 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
1,821 | $512,939 |
All Filings in GS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,231,295 | 7,150 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,094,551 | 6,022 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,789,369 | 4,311 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $2,757,760 | 3,463 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,206,107 | 4,530 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,698,415 | 3,109 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,892,509 | 3,305 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $1,503,153 | 3,036 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $686,621 | 1,518 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $646,166 | 1,547 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $512,688 | 1,329 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $448,144 | 1,385 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $233,196 | 723 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $281,641 | 861 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $350,590 | 1,021 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $299,497 | 1,022 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $245,635 | 827 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $350,566 | 1,062 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $381,402 | 997 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $399,955 | 1,058 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $353,342 | 931 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||