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Golden State Wealth Management’s Goldman Sachs GS Stock Holding History

Golden State 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
Q2 		$315K Buy
311
+6
+2% +$5.85K 0.03% 345
2026
Q1 		$259K Hold
305
– – 0.03% 348
2025
Q4 		$268K Hold
305
– – 0.03% 344
2025
Q3 		$243K Hold
305
– – 0.03% 347
2025
Q2 		$216K Sell
305
-2
-0.7% -$1.16K 0.03% 350
2025
Q1 		$168K Sell
307
-9
-3% -$5.42K 0.02% 362
2024
Q4 		$181K Buy
+316
New +$176K 0.03% 338
2022
Q1 		– Sell
-929
Closed -$355K – 327
2021
Q4 		$355K Buy
929
+32
+4% +$12.7K 0.06% 262
2021
Q3 		$339K Sell
897
-57
-6% -$22.3K 0.07% 212
2021
Q2 		$362K Sell
954
-24
-2% -$8.59K 0.08% 202
2021
Q1 		$319K Sell
978
-314
-24% -$97.8K 0.11% 141
2020
Q4 		$341K Sell
1,292
-9
-0.7% -$2K 0.1% 160
2020
Q3 		$261K Sell
1,301
-350
-21% -$71.2K 0.09% 159
2020
Q2 		$316K Buy
1,651
+881
+114% +$165K 0.1% 132
2020
Q1 		$119K Buy
+770
New +$163K 0.05% 227
2019
Q4 		– Sell
-529
Closed -$110K – 413
2019
Q3 		$110K Sell
529
-1,088
-67% -$228K 0.04% 302
2019
Q2 		$330K Buy
1,617
+146
+10% +$28.9K 0.1% 157
2019
Q1 		$282K Buy
+1,471
New +$284K 0.09% 178

Other funds holding GS

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Golden State Wealth Management's GS Position: Q2 2026 in Review

Golden State Wealth Management increased its Goldman Sachs (GS) stake by 2% in Q2 2026, buying an estimated $5.85K and bringing the position to 311 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #345.

Golden State Wealth Management first reported a position in GS in Q1 2019 and has held it in 18 quarters since. The position peaked at $362K in Q2 2021. 1,031 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Golden State Wealth Management held 311 shares of Goldman Sachs worth $315K as of Q2 2026.
  • Golden State Wealth Management bought 6 Goldman Sachs shares in Q2 2026, an estimated $5.85K.
  • Goldman Sachs made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #345 holding.
  • Golden State Wealth Management first reported a position in Goldman Sachs in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's Goldman Sachs position peaked at $362K in Q2 2021.
  • 1,031 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.