CWA
GS icon

Consilium Wealth Advisory’s Goldman Sachs GS Stock Holding History

Consilium Wealth Advisory’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
Q2 		– Sell
-1,894
Closed -$1.03M – 96
2025
Q1 		$1.03M Sell
1,894
-833
-31% -$501K 0.52% 38
2024
Q4 		$1.56M Buy
+2,727
New +$1.52M 0.74% 31

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Consilium Wealth Advisory's GS Position: Q2 2025 in Review

Consilium Wealth Advisory sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 1,894 shares — an estimated $1.03M sold.

Consilium Wealth Advisory first reported a position in GS in Q4 2024 and held it in 2 quarters. The position peaked at $1.56M in Q4 2024. 2,601 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Consilium Wealth Advisory reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
  • Consilium Wealth Advisory sold 1,894 Goldman Sachs shares in Q2 2025, an estimated $1.03M.
  • Consilium Wealth Advisory first reported a position in Goldman Sachs in Q4 2024 and held it in 2 quarters.
  • Consilium Wealth Advisory's Goldman Sachs position peaked at $1.56M in Q4 2024.
  • 2,601 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Consilium Wealth Advisory's 13F filing for Q2 2025, filed 21 Jul 2025.