Castle Wealth Management’s Goldman Sachs GS Stock Holding History

Castle 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
2026 Q1	$1.5M	Buy	1,769 +56	+3%	+$50K	0.49%	47
2025 Q4	$1.51M	Sell	1,713 -183	-10%	-$149K	0.5%	50
2025 Q3	$1.51M	Sell	1,896 -167	-8%	-$124K	0.51%	49
2025 Q2	$1.46M	Buy	2,063 +32	+2%	+$18.5K	0.53%	49
2025 Q1	$1.11M	Buy	2,031 +88	+5%	+$53K	0.43%	54
2024 Q4	$1.11M	Buy	1,943 +581	+43%	+$324K	0.44%	54
2024 Q3	$674K	Buy	+1,362	New	+$666K	0.27%	69
2022 Q4	–	Sell	-183	Closed	-$54K	–	319
2022 Q3	$54K	Buy	183 +50	+38%	+$16.2K	0.03%	205
2022 Q2	$40K	Buy	+133	New	+$41.4K	0.02%	237

Other funds holding GS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

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

Castle Wealth Management's GS Position: Q1 2026 in Review

Castle Wealth Management increased its Goldman Sachs (GS) stake by 3.3% in Q1 2026, buying an estimated $50K and bringing the position to 1,769 shares worth $1.5M. The position accounts for 0.49% of the portfolio, ranked #47.

Castle Wealth Management first reported a position in GS in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.51M in Q3 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Castle Wealth Management held 1,769 shares of Goldman Sachs worth $1.5M as of Q1 2026.
Castle Wealth Management bought 56 Goldman Sachs shares in Q1 2026, an estimated $50K.
Goldman Sachs made up 0.49% of Castle Wealth Management's portfolio in Q1 2026, its #47 holding.
Castle Wealth Management first reported a position in Goldman Sachs in Q2 2022 and has held it in 9 quarters since.
Castle Wealth Management's Goldman Sachs position peaked at $1.51M in Q3 2025.
2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.