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Global Wealth Management Investment Advisory’s Goldman Sachs GS Stock Holding History

Global Wealth Management Investment 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 		$205K Buy
+203
New +$198K 0.03% 160
2026
Q1 		– Sell
-282
Closed -$248K – 161
2025
Q4 		$248K Buy
282
+18
+7% +$14.7K 0.04% 138
2025
Q3 		$210K Buy
+264
New +$196K 0.04% 149
2024
Q1 		– Sell
-100
Closed -$38.6K – 266
2023
Q4 		$38.6K Hold
100
– – 0.01% 209
2023
Q3 		$32.4K Sell
100
-1
-1% -$334 0.01% 216
2023
Q2 		$32.6K Buy
+101
New +$33.2K 0.01% 220
2022
Q3 		– Sell
-101
Closed -$30K – 275
2022
Q2 		$30K Sell
101
-225
-69% -$70.1K 0.01% 211
2022
Q1 		$108K Sell
326
-80
-20% -$28.3K 0.03% 157
2021
Q4 		$155K Buy
406
+62
+18% +$24.5K 0.05% 148
2021
Q3 		$130K Buy
344
+98
+40% +$38.3K 0.04% 158
2021
Q2 		$93K Buy
246
+120
+95% +$42.9K 0.03% 170
2021
Q1 		$41K Buy
126
+25
+25% +$7.78K 0.01% 206
2020
Q4 		$27K Hold
101
– – 0.01% 216
2020
Q3 		$20K Hold
101
– – 0.01% 226
2020
Q2 		$20K Hold
101
– – 0.01% 274
2020
Q1 		$16K Buy
101
+1
+1% +$212 0.01% 278
2019
Q4 		$23K Sell
100
-16
-14% -$3.47K 0.01% 259
2019
Q3 		$24K Hold
116
– – 0.01% 232
2019
Q2 		$24K Hold
116
– – 0.01% 241
2019
Q1 		$22K Sell
116
-100
-46% -$19.3K 0.01% 295
2018
Q4 		$36K Buy
+216
New +$43.6K 0.02% 237

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

Global Wealth Management Investment Advisory's GS Position: Q2 2026 in Review

Global Wealth Management Investment Advisory opened a new position in Goldman Sachs (GS) in Q2 2026: 203 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #160 among its holdings. This is a return to the name: Global Wealth Management Investment Advisory previously reported a position in GS as recently as Q4 2025.

Global Wealth Management Investment Advisory first reported a position in GS in Q4 2018 and has held it in 21 quarters since. The position peaked at $248K in Q4 2025. 3,146 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Global Wealth Management Investment Advisory held 203 shares of Goldman Sachs worth $205K as of Q2 2026.
  • Goldman Sachs was a new Global Wealth Management Investment Advisory position in Q2 2026.
  • Goldman Sachs made up 0.03% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #160 holding.
  • Global Wealth Management Investment Advisory first reported a position in Goldman Sachs in Q4 2018 and has held it in 21 quarters since.
  • Global Wealth Management Investment Advisory's Goldman Sachs position peaked at $248K in Q4 2025.
  • 3,146 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.