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Evoke Wealth’s Goldman Sachs GS Stock Holding History

Evoke Wealth’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 		$5.9M Sell
6,978
-107
-2% -$95.5K 0.11% 80
2025
Q4 		$6.23M Sell
7,085
-14
-0.2% -$11.4K 0.12% 80
2025
Q3 		$5.65M Buy
7,099
+302
+4% +$224K 0.11% 81
2025
Q2 		$4.81M Buy
6,797
+172
+3% +$99.7K 0.11% 84
2025
Q1 		$3.62M Sell
6,625
-41
-0.6% -$24.7K 0.09% 89
2024
Q4 		$3.82M Buy
6,666
+230
+4% +$128K 0.11% 86
2024
Q3 		$3.19M Buy
+6,436
New +$3.15M 0.09% 94
2024
Q2 		– Sell
-6,100
Closed -$2.55M – 220
2024
Q1 		$2.55M Buy
+6,100
New +$2.37M 0.08% 96
2023
Q4 		– Sell
-1,640
Closed -$531K – 197
2023
Q3 		$531K Buy
1,640
+10
+0.6% +$3.34K 0.02% 231
2023
Q2 		$526K Sell
1,630
-54
-3% -$17.8K 0.02% 210
2023
Q1 		$551K Buy
1,684
+69
+4% +$24K 0.02% 204
2022
Q4 		$555K Buy
1,615
+61
+4% +$21.2K 0.02% 209
2022
Q3 		$455K Sell
1,554
-17
-1% -$5.51K 0.02% 218
2022
Q2 		$467K Buy
1,571
+77
+5% +$24K 0.02% 226
2022
Q1 		$493K Sell
1,494
-1,439
-49% -$508K 0.02% 236
2021
Q4 		$1.12M Buy
2,933
+980
+50% +$388K 0.04% 171
2021
Q3 		$738K Buy
1,953
+175
+10% +$68.3K 0.03% 194
2021
Q2 		$675K Buy
1,778
+168
+10% +$60.1K 0.03% 212
2021
Q1 		$527K Buy
1,610
+833
+107% +$259K 0.02% 211
2020
Q4 		$205K Sell
777
-255
-25% -$56.8K 0.01% 229
2020
Q3 		$207K Sell
1,032
-104
-9% -$21.2K 0.02% 207
2020
Q2 		$225K Buy
1,136
+327
+40% +$61.4K 0.02% 185
2020
Q1 		$125K Buy
809
+258
+47% +$54.8K 0.02% 230
2019
Q4 		$127K Sell
551
-4
-0.7% -$868 0.02% 292
2019
Q3 		$115K Buy
+555
New +$116K 0.01% 345

Other funds holding GS

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Evoke Wealth's GS Position: Q1 2026 in Review

Evoke Wealth reduced its Goldman Sachs (GS) stake by 1.5% in Q1 2026, selling an estimated $95.5K and leaving 6,978 shares worth $5.9M. The position accounts for 0.11% of the portfolio, ranked #80.

Evoke Wealth first reported a position in GS in Q3 2019 and has held it in 25 quarters since. The position peaked at $6.23M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Evoke Wealth held 6,978 shares of Goldman Sachs worth $5.9M as of Q1 2026.
  • Evoke Wealth sold 107 Goldman Sachs shares in Q1 2026, an estimated $95.5K.
  • Goldman Sachs made up 0.11% of Evoke Wealth's portfolio in Q1 2026, its #80 holding.
  • Evoke Wealth first reported a position in Goldman Sachs in Q3 2019 and has held it in 25 quarters since.
  • Evoke Wealth's Goldman Sachs position peaked at $6.23M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.