GJIA
GS icon

Glass Jacobson Investment Advisors’s Goldman Sachs GS Stock Holding History

Glass Jacobson Investment Advisors’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
-801
Closed -$459K – 667
2025
Q1 		$459K Hold
801
– – 0.15% 150
2024
Q4 		$459K Buy
801
+59
+8% +$32.9K 0.15% 150
2024
Q3 		$367K Buy
742
+321
+76% +$157K 0.12% 173
2024
Q2 		$190K Hold
421
– – 0.07% 216
2024
Q1 		$176K Hold
421
– – 0.07% 221
2023
Q4 		$162K Hold
421
– – 0.07% 225
2023
Q3 		$136K Hold
421
– – 0.06% 231
2023
Q2 		$136K Buy
+421
New +$138K 0.06% 226
2022
Q4 		$145K Buy
+421
New +$147K 0.07% 226

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

Glass Jacobson Investment Advisors's GS Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 801 shares — an estimated $459K sold.

Glass Jacobson Investment Advisors first reported a position in GS in Q4 2022 and held it in 9 quarters. The position peaked at $459K in Q1 2025. 2,600 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 801 Goldman Sachs shares in Q2 2025, an estimated $459K.
  • Glass Jacobson Investment Advisors first reported a position in Goldman Sachs in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Goldman Sachs position peaked at $459K in Q1 2025.
  • 2,600 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.