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IBEX Wealth Advisors’s Goldman Sachs GS Stock Holding History

IBEX Wealth 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
2026
Q2 		$8.35M Buy
8,256
+5,907
+251% +$5.76M 0.65% 51
2026
Q1 		$1.99M Sell
2,349
-5,305
-69% -$4.73M 0.19% 81
2025
Q4 		$6.73M Buy
7,654
+278
+4% +$227K 0.66% 55
2025
Q3 		$5.87M Buy
7,376
+6,277
+571% +$4.65M 0.56% 58
2025
Q2 		$778K Buy
+1,099
New +$637K 0.08% 126
2025
Q1 		– Sell
-7,356
Closed -$4.21M – 158
2024
Q4 		$4.21M Buy
+7,356
New +$4.1M 0.5% 64
2024
Q3 		– Sell
-5,890
Closed -$2.66M – 152
2024
Q2 		$2.66M Buy
+5,890
New +$2.58M 0.42% 67
2024
Q1 		– Sell
-1,000
Closed -$225K – 130
2023
Q4 		$225K Buy
1,000
+197
+25% +$65.8K 0.05% 104
2023
Q3 		$260K Buy
+803
New +$268K 0.07% 101
2021
Q4 		– Sell
-136
Closed -$51K – 283
2021
Q3 		$51K Buy
+136
New +$53.1K 0.01% 269

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

IBEX Wealth Advisors's GS Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Goldman Sachs (GS) stake by 251% in Q2 2026, buying an estimated $5.76M and bringing the position to 8,256 shares worth $8.35M. The position accounts for 0.65% of the portfolio, ranked #51.

IBEX Wealth Advisors first reported a position in GS in Q3 2021 and has held it in 10 quarters since. 3,175 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • IBEX Wealth Advisors held 8,256 shares of Goldman Sachs worth $8.35M as of Q2 2026.
  • IBEX Wealth Advisors bought 5,907 Goldman Sachs shares in Q2 2026, an estimated $5.76M.
  • Goldman Sachs made up 0.65% of IBEX Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • IBEX Wealth Advisors first reported a position in Goldman Sachs in Q3 2021 and has held it in 10 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.