IWA
GS icon

Icon Wealth Advisors’s Goldman Sachs GS Stock Holding History

Icon 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 		$747K Buy
739
+479
+184% +$467K 0.05% 224
2026
Q1 		$235K Sell
260
-358
-58% -$319K 0.02% 358
2025
Q4 		$509K Buy
618
+92
+17% +$75.1K 0.03% 250
2025
Q3 		$419K Sell
526
-65
-11% -$48.2K 0.03% 273
2025
Q2 		$418K Buy
591
+115
+24% +$66.6K 0.03% 269
2025
Q1 		$260K Buy
476
+37
+8% +$22.3K 0.02% 304
2024
Q4 		$252K Sell
439
-43
-9% -$24K 0.02% 332
2024
Q3 		$239K Buy
482
+127
+36% +$62.1K 0.02% 325
2024
Q2 		$181K Buy
355
+24
+7% +$10.5K 0.02% 349
2024
Q1 		$138K Buy
+331
New +$128K 0.01% 404

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

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

Icon Wealth Advisors increased its Goldman Sachs (GS) stake by 184% in Q2 2026, buying an estimated $467K and bringing the position to 739 shares worth $747K. The position accounts for 0.05% of the portfolio, ranked #224.

Icon Wealth Advisors first reported a position in GS in Q1 2024 and has held it in 10 quarters since. 3,178 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Icon Wealth Advisors held 739 shares of Goldman Sachs worth $747K as of Q2 2026.
  • Icon Wealth Advisors bought 479 Goldman Sachs shares in Q2 2026, an estimated $467K.
  • Goldman Sachs made up 0.05% of Icon Wealth Advisors's portfolio in Q2 2026, its #224 holding.
  • Icon Wealth Advisors first reported a position in Goldman Sachs in Q1 2024 and has held it in 10 quarters since.
  • 3,178 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.