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 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	Closed	-$225	–	130
2023 Q4	$225	Sell	1 -802	-100%	-$268K	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 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

IBEX Wealth Advisors's GS Position: Q1 2026 in Review

IBEX Wealth Advisors reduced its Goldman Sachs (GS) stake by 69% in Q1 2026, selling an estimated $4.73M and leaving 2,349 shares worth $1.99M. The position accounts for 0.19% of the portfolio, ranked #81.

IBEX Wealth Advisors first reported a position in GS in Q3 2021 and has held it in 9 quarters since. The position peaked at $6.73M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

IBEX Wealth Advisors held 2,349 shares of Goldman Sachs worth $1.99M as of Q1 2026.
IBEX Wealth Advisors sold 5,305 Goldman Sachs shares in Q1 2026, an estimated $4.73M.
Goldman Sachs made up 0.19% of IBEX Wealth Advisors's portfolio in Q1 2026, its #81 holding.
IBEX Wealth Advisors first reported a position in Goldman Sachs in Q3 2021 and has held it in 9 quarters since.
IBEX Wealth Advisors's Goldman Sachs position peaked at $6.73M in Q4 2025.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.