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 Q2	$169K	Hold	167	–	–	0.02%	135
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

IAG Wealth Partners's GS Position: Q2 2026 in Review

IAG Wealth Partners held its Goldman Sachs (GS) position steady in Q2 2026 at 167 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #135.

IAG Wealth Partners first reported a position in GS in Q1 2022 and has held it in 17 quarters since. 3,167 funds tracked by Wall St. Rank hold GS as of Q2 2026.

IAG Wealth Partners held 167 shares of Goldman Sachs worth $169K as of Q2 2026.
IAG Wealth Partners left its Goldman Sachs share count unchanged in Q2 2026.
Goldman Sachs made up 0.02% of IAG Wealth Partners's portfolio in Q2 2026, its #135 holding.
IAG Wealth Partners first reported a position in Goldman Sachs in Q1 2022 and has held it in 17 quarters since.
3,167 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.