CastleKeep Investment Advisors’s Goldman Sachs GS Stock Holding History

CastleKeep Investment Advisors’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	$3.48M	Buy	4,108 +13	+0.3%	+$11.6K	1.88%	17
2025 Q4	$3.6M	Buy	4,095 +21	+0.5%	+$17.1K	1.63%	17
2025 Q3	$3.24M	Buy	4,074 +30	+0.7%	+$22.2K	1.52%	17
2025 Q2	$2.86M	Buy	4,044 +103	+3%	+$59.7K	1.4%	17
2025 Q1	$2.15M	Buy	3,941 +988	+33%	+$595K	1.11%	19
2024 Q4	$1.69M	Sell	2,953 -122	-4%	-$68K	1.18%	22
2024 Q3	$1.52M	Buy	3,075 +835	+37%	+$408K	1.04%	14
2024 Q2	$1.01M	Sell	2,240 -226	-9%	-$99.2K	0.78%	36
2024 Q1	$1.03M	Buy	2,466 +141	+6%	+$54.7K	0.74%	43
2023 Q4	$897K	Buy	+2,325	New	+$776K	0.64%	78

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

CastleKeep Investment Advisors's GS Position: Q1 2026 in Review

CastleKeep Investment Advisors increased its Goldman Sachs (GS) stake by 0.32% in Q1 2026, buying an estimated $11.6K and bringing the position to 4,108 shares worth $3.48M. The position accounts for 1.88% of the portfolio, ranked #17.

CastleKeep Investment Advisors first reported a position in GS in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.6M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

CastleKeep Investment Advisors held 4,108 shares of Goldman Sachs worth $3.48M as of Q1 2026.
CastleKeep Investment Advisors bought 13 Goldman Sachs shares in Q1 2026, an estimated $11.6K.
Goldman Sachs made up 1.88% of CastleKeep Investment Advisors's portfolio in Q1 2026, its #17 holding.
CastleKeep Investment Advisors first reported a position in Goldman Sachs in Q4 2023 and has held it in 10 quarters since.
CastleKeep Investment Advisors's Goldman Sachs position peaked at $3.6M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on CastleKeep Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.