GWM
GS icon

Gilpin Wealth Management’s Goldman Sachs GS Stock Holding History

Gilpin Wealth Management’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 		$135K Hold
150
– – 0.09% 165
2026
Q2 		$152K Hold
150
– – 0.1% 154
2026
Q1 		$127K Hold
150
– – 0.1% 148
2025
Q4 		$132K Buy
+150
New +$122K 0.1% 140

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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Gilpin Wealth Management's GS Position: Q3 2026 in Review

Gilpin Wealth Management held its Goldman Sachs (GS) position steady in Q3 2026 at 150 shares worth $135K. The position accounts for 0.09% of the portfolio, ranked #165.

Gilpin Wealth Management first reported a position in GS in Q4 2025 and has held it in 4 quarters since. The position peaked at $152K in Q2 2026. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Gilpin Wealth Management held 150 shares of Goldman Sachs worth $135K as of Q3 2026.
  • Gilpin Wealth Management left its Goldman Sachs share count unchanged in Q3 2026.
  • Goldman Sachs made up 0.09% of Gilpin Wealth Management's portfolio in Q3 2026, its #165 holding.
  • Gilpin Wealth Management first reported a position in Goldman Sachs in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Goldman Sachs position peaked at $152K in Q2 2026.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.