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Elwood & Goetz Wealth Advisory Group’s Goldman Sachs GS Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
Q2 		$438K Buy
433
+42
+11% +$40.9K 0.06% 95
2026
Q1 		$331K Sell
391
-1
-0.3% -$892 0.06% 99
2025
Q4 		$344K Buy
392
+27
+7% +$22K 0.06% 90
2025
Q3 		$291K Buy
+365
New +$270K 0.06% 99

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's GS Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its Goldman Sachs (GS) stake by 11% in Q2 2026, buying an estimated $40.9K and bringing the position to 433 shares worth $438K. The position accounts for 0.06% of the portfolio, ranked #95.

Elwood & Goetz Wealth Advisory Group first reported a position in GS in Q3 2025 and has held it in 4 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 433 shares of Goldman Sachs worth $438K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 42 Goldman Sachs shares in Q2 2026, an estimated $40.9K.
  • Goldman Sachs made up 0.06% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #95 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Goldman Sachs in Q3 2025 and has held it in 4 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.