Advisor Resource Council’s Goldman Sachs GS Stock Holding History

Advisor Resource Council’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-532	Closed	-$290K	–	345
2025 Q1	$290K	Buy	+532	New	+$320K	0.02%	470
2023 Q2	–	Sell	-3,131	Closed	-$1.03M	–	207
2023 Q1	$1.03M	Buy	3,131 +2,065	+194%	+$719K	0.26%	103
2022 Q4	$366K	Sell	1,066 -25	-2%	-$8.7K	0.18%	103
2022 Q3	$320K	Sell	1,091 -6,758	-86%	-$2.19M	0.22%	108
2022 Q2	$2.33M	Buy	7,849 +4,609	+142%	+$1.43M	0.22%	99
2022 Q1	$1.07M	Sell	3,240 -2,774	-46%	-$980K	0.32%	94
2021 Q4	$2.3M	Buy	6,014 +3,692	+159%	+$1.46M	0.18%	116
2021 Q3	$878K	Sell	2,322 -1,548	-40%	-$605K	0.27%	98
2021 Q2	$1.47M	Buy	+3,870	New	+$1.38M	0.15%	151

Other funds holding GS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Resource Council's GS Position: Q2 2025 in Review

Advisor Resource Council sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 532 shares — an estimated $290K sold.

Advisor Resource Council first reported a position in GS in Q2 2021 and held it in 9 quarters. The position peaked at $2.33M in Q2 2022. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

Advisor Resource Council reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 532 Goldman Sachs shares in Q2 2025, an estimated $290K.
Advisor Resource Council first reported a position in Goldman Sachs in Q2 2021 and held it in 9 quarters.
Advisor Resource Council's Goldman Sachs position peaked at $2.33M in Q2 2022.
2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.