IAG Wealth Partners’s Goldman Sachs GS Stock Holding History

IAG Wealth Partners’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 Q1	$141K	Sell	167 -7	-4%	-$6.25K	0.02%	146
2025 Q4	$153K	Hold	174	–	–	0.02%	130
2025 Q3	$139K	Hold	174	–	–	0.02%	136
2025 Q2	$123K	Hold	174	–	–	0.02%	133
2025 Q1	$95.1K	Hold	174	–	–	0.01%	148
2024 Q4	$99.6K	Buy	174 +97	+126%	+$54.1K	0.02%	135
2024 Q3	$38.1K	Hold	77	–	–	0.01%	216
2024 Q2	$34.8K	Hold	77	–	–	0.01%	210
2024 Q1	$32.2K	Hold	77	–	–	0.01%	201
2023 Q4	$29.7K	Hold	77	–	–	0.01%	202
2023 Q3	$24.9K	Hold	77	–	–	0.01%	208
2023 Q2	$24.8K	Hold	77	–	–	0.01%	215
2023 Q1	$25.2K	Hold	77	–	–	0.01%	201
2022 Q4	$26.4K	Sell	77 -35	-31%	-$12.2K	0.01%	188
2022 Q3	$33K	Buy	+112	New	+$36.3K	0.01%	160
2022 Q2	–	Sell	-11	Closed	-$4K	–	453
2022 Q1	$4K	Buy	+11	New	+$3.88K	﹤0.01%	369

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IAG Wealth Partners's GS Position: Q1 2026 in Review

IAG Wealth Partners reduced its Goldman Sachs (GS) stake by 4% in Q1 2026, selling an estimated $6.25K and leaving 167 shares worth $141K. The position accounts for 0.02% of the portfolio, ranked #146.

IAG Wealth Partners first reported a position in GS in Q1 2022 and has held it in 16 quarters since. The position peaked at $153K in Q4 2025. 2,979 funds tracked by Wall St. Rank hold GS as of Q1 2026.

IAG Wealth Partners held 167 shares of Goldman Sachs worth $141K as of Q1 2026.
IAG Wealth Partners sold 7 Goldman Sachs shares in Q1 2026, an estimated $6.25K.
Goldman Sachs made up 0.02% of IAG Wealth Partners's portfolio in Q1 2026, its #146 holding.
IAG Wealth Partners first reported a position in Goldman Sachs in Q1 2022 and has held it in 16 quarters since.
IAG Wealth Partners's Goldman Sachs position peaked at $153K in Q4 2025.
2,979 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.