Position in GS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$60,863,235
+$7,021,048 QoQ
Shares Held
60,179
-5.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#258
of 3,139 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $231,531,325 across 34 Capital Markets names. GS ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
298,848 | $62,471,185 | |
| 2 | GS |
Goldman Sachs Group Inc
This page
|
60,179 | $60,863,235 | |
| 3 | SCHW |
Schwab Charles Corp
|
336,105 | $31,012,408 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
182,980 | $18,349,234 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
271,560 | $13,572,568 | |
| 6 | EVR |
Evercore Inc.
|
23,728 | $8,101,688 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
106,086 | $6,319,543 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
51,341 | $4,468,720 |
All Filings in GS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,863,235 | 60,179 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $53,842,187 | 63,644 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,656,522 | 63,318 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $49,607,826 | 62,294 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $39,461,309 | 55,756 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,494,518 | 48,499 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,793,095 | 45,044 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,074,473 | 52,664 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $20,182,066 | 44,619 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $15,272,417 | 36,564 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,786,262 | 35,737 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $10,718,903 | 33,127 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $13,888,572 | 43,060 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,125,615 | 40,126 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $13,237,299 | 38,550 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,272,215 | 28,228 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,417,480 | 24,973 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $7,904,904 | 23,947 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,655,973 | 20,013 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $6,094,221 | 16,121 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,215,819 | 11,108 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,422,382 | 10,466 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,196,176 | 8,328 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,317,157 | 6,554 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $789,887 | 3,997 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $849,935 | 5,498 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||