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IMG Wealth Management’s Goldman Sachs GS Stock Holding History

IMG Wealth Management’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 		$614K Hold
607
– – 0.34% 44
2026
Q1 		$514K Buy
607
+4
+0.7% +$3.57K 0.33% 45
2025
Q4 		$530K Buy
603
+13
+2% +$10.6K 0.34% 43
2025
Q3 		$470K Hold
590
– – 0.32% 40
2025
Q2 		$418K Buy
590
+7
+1% +$4.06K 0.32% 41
2025
Q1 		$318K Buy
583
+4
+0.7% +$2.41K 0.29% 45
2024
Q4 		$332K Buy
+579
New +$323K 0.31% 41

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

IMG Wealth Management's GS Position: Q2 2026 in Review

IMG Wealth Management held its Goldman Sachs (GS) position steady in Q2 2026 at 607 shares worth $614K. The position accounts for 0.34% of the portfolio, ranked #44.

IMG Wealth Management first reported a position in GS in Q4 2024 and has held it in 7 quarters since. 3,186 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • IMG Wealth Management held 607 shares of Goldman Sachs worth $614K as of Q2 2026.
  • IMG Wealth Management left its Goldman Sachs share count unchanged in Q2 2026.
  • Goldman Sachs made up 0.34% of IMG Wealth Management's portfolio in Q2 2026, its #44 holding.
  • IMG Wealth Management first reported a position in Goldman Sachs in Q4 2024 and has held it in 7 quarters since.
  • 3,186 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.