Position in GS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,109,867
+$3,181,408 QoQ
Shares Held
14,940
+6.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#527
of 3,124 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $66,866,081 across 38 Capital Markets names. GS ranks #3 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
235,801 | $21,757,358 | |
| 2 | MIAX |
Miami International Holdings, Inc.
|
473,937 | $17,611,498 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
14,940 | $15,109,867 | |
| 4 | MS |
Morgan Stanley
|
40,871 | $8,543,673 | |
| 5 | WULF |
Terawulf Inc.
|
51,194 | $1,264,491 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
17,784 | $888,844 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
8,022 | $804,446 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
3,083 | $268,344 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,109,867 | 14,940 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $11,928,459 | 14,100 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,043,481 | 14,839 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,447,531 | 14,375 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,348,720 | 14,622 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,676,467 | 14,052 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,020,688 | 14,007 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,573,080 | 13,276 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,096,821 | 13,479 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,532,404 | 8,457 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,150,583 | 8,167 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,437,129 | 7,532 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,873,312 | 5,808 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,904,433 | 5,822 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,884,812 | 5,489 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,720,789 | 5,872 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,541,236 | 5,189 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,745,238 | 5,287 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,650,320 | 4,314 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,496,620 | 3,959 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,447,147 | 3,813 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,259,604 | 3,852 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $904,525 | 3,430 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $729,320 | 3,629 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $668,746 | 3,384 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $532,098 | 3,442 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||