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Coastline Trust’s Goldman Sachs GS Stock Holding History

Coastline Trust’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
Q3 		$2.67M Sell
2,961
-257
-8% -$263K 0.25% 69
2026
Q2 		$3.25M Buy
3,218
+70
+2% +$68.2K 0.29% 60
2026
Q1 		$2.66M Sell
3,148
-5
-0.2% -$4.46K 0.26% 68
2025
Q4 		$2.77M Buy
3,153
+1,223
+63% +$998K 0.26% 70
2025
Q3 		$1.54M Buy
1,930
+31
+2% +$23K 0.16% 98
2025
Q2 		$1.34M Buy
1,899
+96
+5% +$55.6K 0.15% 103
2025
Q1 		$985K Buy
1,803
+424
+31% +$255K 0.12% 127
2024
Q4 		$790K Buy
1,379
+14
+1% +$7.81K 0.09% 137
2024
Q3 		$676K Sell
1,365
-1,025
-43% -$501K 0.08% 147
2024
Q2 		$1.08M Hold
2,390
– – 0.13% 131
2024
Q1 		$998K Hold
2,390
– – 0.12% 138
2023
Q4 		$922K Sell
2,390
-25
-1% -$8.34K 0.12% 147
2023
Q3 		$781K Hold
2,415
– – 0.12% 157
2023
Q2 		$779K Buy
2,415
+1,025
+74% +$337K 0.11% 167
2023
Q1 		$455K Hold
1,390
– – 0.07% 222
2022
Q4 		$477K Sell
1,390
-86
-6% -$29.9K 0.07% 217
2022
Q3 		$433K Sell
1,476
-25
-2% -$8.1K 0.07% 231
2022
Q2 		$446K Buy
1,501
+30
+2% +$9.34K 0.07% 241
2022
Q1 		$486K Buy
1,471
+21
+1% +$7.42K 0.06% 244
2021
Q4 		$555K Buy
1,450
+25
+2% +$9.9K 0.06% 237
2021
Q3 		$539K Sell
1,425
-125
-8% -$48.8K 0.07% 236
2021
Q2 		$589K Buy
1,550
+130
+9% +$46.5K 0.07% 229
2021
Q1 		$465K Sell
1,420
-15
-1% -$4.67K 0.06% 244
2020
Q4 		$378K Buy
+1,435
New +$319K 0.05% 262
2018
Q4 		– Sell
-2,150
Closed -$482K – 315
2018
Q3 		$482K Hold
2,150
– – 0.07% 257
2018
Q2 		$474K Buy
2,150
+450
+26% +$107K 0.07% 257
2018
Q1 		$428K Buy
1,700
+200
+13% +$52.1K 0.07% 257
2017
Q4 		$382K Hold
1,500
– – 0.06% 260
2017
Q3 		$356K Buy
1,500
+300
+25% +$67.7K 0.06% 242
2017
Q2 		$266K Buy
1,200
+100
+9% +$22.2K 0.05% 259
2017
Q1 		$253K Buy
+1,100
New +$266K 0.05% 256

Other funds holding GS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Coastline Trust's GS Position: Q3 2026 in Review

Coastline Trust reduced its Goldman Sachs (GS) stake by 8% in Q3 2026, selling an estimated $263K and leaving 2,961 shares worth $2.67M. The position accounts for 0.25% of the portfolio, ranked #69.

Coastline Trust first reported a position in GS in Q1 2017 and has held it in 31 quarters since. The position peaked at $3.25M in Q2 2026. 219 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Coastline Trust held 2,961 shares of Goldman Sachs worth $2.67M as of Q3 2026.
  • Coastline Trust sold 257 Goldman Sachs shares in Q3 2026, an estimated $263K.
  • Goldman Sachs made up 0.25% of Coastline Trust's portfolio in Q3 2026, its #69 holding.
  • Coastline Trust first reported a position in Goldman Sachs in Q1 2017 and has held it in 31 quarters since.
  • Coastline Trust's Goldman Sachs position peaked at $3.25M in Q2 2026.
  • 219 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.