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Gladstone Institutional Advisory’s Goldman Sachs GS Stock Holding History

Gladstone Institutional 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
2026
Q2 		$8.43M Buy
8,337
+24
+0.3% +$23.4K 0.27% 74
2026
Q1 		$7.03M Sell
8,313
-1,897
-19% -$1.69M 0.26% 81
2025
Q4 		$8.97M Buy
10,210
+1,619
+19% +$1.32M 0.34% 59
2025
Q3 		$6.84M Sell
8,591
-864
-9% -$640K 0.26% 88
2025
Q2 		$6.69M Buy
9,455
+1,289
+16% +$747K 0.28% 85
2025
Q1 		$4.46M Buy
8,166
+981
+14% +$590K 0.21% 117
2024
Q4 		$4.11M Buy
7,185
+4,301
+149% +$2.4M 0.19% 121
2024
Q3 		$1.43M Sell
2,884
-3,334
-54% -$1.63M 0.07% 271
2024
Q2 		$2.81M Buy
6,218
+4,845
+353% +$2.13M 0.15% 173
2024
Q1 		$573K Sell
1,373
-109
-7% -$42.3K 0.03% 381
2023
Q4 		$572K Sell
1,482
-229
-13% -$76.4K 0.03% 390
2023
Q3 		$554K Sell
1,711
-54
-3% -$18K 0.04% 368
2023
Q2 		$569K Buy
1,765
+137
+8% +$45K 0.03% 378
2023
Q1 		$533K Sell
1,628
-412
-20% -$143K 0.03% 386
2022
Q4 		$701K Buy
2,040
+29
+1% +$10.1K 0.05% 339
2022
Q3 		$589K Sell
2,011
-31
-2% -$10K 0.05% 360
2022
Q2 		$607K Sell
2,042
-687
-25% -$214K 0.05% 366
2022
Q1 		$901K Buy
2,729
+993
+57% +$351K 0.06% 312
2021
Q4 		$664K Sell
1,736
-2,667
-61% -$1.06M 0.05% 323
2021
Q3 		$1.66M Buy
4,403
+427
+11% +$167K 0.16% 166
2021
Q2 		$1.51M Buy
3,976
+482
+14% +$172K 0.18% 135
2021
Q1 		$1.14M Buy
+3,494
New +$1.09M 0.18% 128
2020
Q4 		– Sell
-1,678
Closed -$337K – 309
2020
Q3 		$337K Buy
+1,678
New +$341K 0.08% 192

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

Gladstone Institutional Advisory's GS Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Goldman Sachs (GS) stake by 0.29% in Q2 2026, buying an estimated $23.4K and bringing the position to 8,337 shares worth $8.43M. The position accounts for 0.27% of the portfolio, ranked #74.

Gladstone Institutional Advisory first reported a position in GS in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.97M in Q4 2025. 3,162 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Gladstone Institutional Advisory held 8,337 shares of Goldman Sachs worth $8.43M as of Q2 2026.
  • Gladstone Institutional Advisory bought 24 Goldman Sachs shares in Q2 2026, an estimated $23.4K.
  • Goldman Sachs made up 0.27% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #74 holding.
  • Gladstone Institutional Advisory first reported a position in Goldman Sachs in Q3 2020 and has held it in 23 quarters since.
  • Gladstone Institutional Advisory's Goldman Sachs position peaked at $8.97M in Q4 2025.
  • 3,162 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.