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Brass Tax Wealth Management’s Goldman Sachs GS Stock Holding History

Brass Tax 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 		$458K Hold
575
– – 0.08% 131
2025
Q2 		$407K Hold
575
– – 0.08% 131
2025
Q1 		$314K Sell
575
-75
-12% -$45.1K 0.07% 151
2024
Q4 		$372K Hold
650
– – 0.08% 119
2024
Q3 		$322K Buy
650
+25
+4% +$12.2K 0.07% 137
2024
Q2 		$283K Buy
625
+50
+9% +$21.9K 0.12% 99
2024
Q1 		$240K Buy
+575
New +$223K 0.13% 97

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brass Tax Wealth Management's GS Position: Q3 2025 in Review

Brass Tax Wealth Management held its Goldman Sachs (GS) position steady in Q3 2025 at 575 shares worth $458K. The position accounts for 0.08% of the portfolio, ranked #131.

Brass Tax Wealth Management first reported a position in GS in Q1 2024 and has held it in 7 quarters since. 2,740 funds tracked by Wall St. Rank hold GS as of Q3 2025.

  • Brass Tax Wealth Management held 575 shares of Goldman Sachs worth $458K as of Q3 2025.
  • Brass Tax Wealth Management left its Goldman Sachs share count unchanged in Q3 2025.
  • Goldman Sachs made up 0.08% of Brass Tax Wealth Management's portfolio in Q3 2025, its #131 holding.
  • Brass Tax Wealth Management first reported a position in Goldman Sachs in Q1 2024 and has held it in 7 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.