AllSquare Wealth Management’s Goldman Sachs GS Stock Holding History

AllSquare Wealth Management’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 Q3	$778K	Buy	977 +100	+11%	+$74.1K	0.41%	41
2025 Q2	$621K	Buy	877 +50	+6%	+$29K	0.35%	50
2025 Q1	$452K	Hold	827	–	–	0.27%	57
2024 Q4	$474K	Hold	827	–	–	0.27%	58
2024 Q3	$409K	Buy	827 +100	+14%	+$48.9K	0.23%	62
2024 Q2	$329K	Hold	727	–	–	0.2%	73
2024 Q1	$304K	Hold	727	–	–	0.18%	79
2023 Q4	$280K	Hold	727	–	–	0.17%	82
2023 Q3	$235K	Sell	727 -1	-0.1%	-$334	0.15%	91
2023 Q2	$241K	Hold	728	–	–	0.16%	85
2023 Q1	$238K	Hold	728	–	–	0.15%	84
2022 Q4	$250K	Hold	728	–	–	0.17%	81
2022 Q3	$213K	Hold	728	–	–	0.15%	81
2022 Q2	$216K	Hold	728	–	–	0.15%	86
2022 Q1	$240K	Buy	728 +1	+0.1%	+$353	0.14%	87
2021 Q4	$278K	Hold	727	–	–	0.16%	77
2021 Q3	$275K	Hold	727	–	–	0.16%	79
2021 Q2	$276K	Hold	727	–	–	0.16%	83
2021 Q1	$238K	Hold	727	–	–	0.15%	86
2020 Q4	$192K	Hold	727	–	–	0.13%	89
2020 Q3	$146K	Hold	727	–	–	0.11%	100
2020 Q2	$144K	Hold	727	–	–	0.11%	98
2020 Q1	$112K	Hold	727	–	–	0.1%	103
2019 Q4	$167K	Hold	727	–	–	0.12%	94
2019 Q3	$151K	Hold	727	–	–	0.11%	98
2019 Q2	$149K	Hold	727	–	–	0.11%	95
2019 Q1	$140K	Hold	727	–	–	0.11%	99
2018 Q4	$121K	Hold	727	–	–	0.1%	97
2018 Q3	$163K	Hold	727	–	–	0.12%	92
2018 Q2	$160K	Buy	+727	New	+$173K	0.12%	93

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllSquare Wealth Management's GS Position: Q3 2025 in Review

AllSquare Wealth Management increased its Goldman Sachs (GS) stake by 11% in Q3 2025, buying an estimated $74.1K and bringing the position to 977 shares worth $778K. The position accounts for 0.41% of the portfolio, ranked #41.

AllSquare Wealth Management first reported a position in GS in Q2 2018 and has held it in 30 quarters since. 2,739 funds tracked by Wall St. Rank hold GS as of Q3 2025.

AllSquare Wealth Management held 977 shares of Goldman Sachs worth $778K as of Q3 2025.
AllSquare Wealth Management bought 100 Goldman Sachs shares in Q3 2025, an estimated $74.1K.
Goldman Sachs made up 0.41% of AllSquare Wealth Management's portfolio in Q3 2025, its #41 holding.
AllSquare Wealth Management first reported a position in Goldman Sachs in Q2 2018 and has held it in 30 quarters since.
2,739 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.