Institute for Wealth Management’s Goldman Sachs GS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.1M | Sell |
9,572
-203
| -2% | -$181K | 0.86% | 12 |
|
|
2025
Q4 | $8.59M | Sell |
9,775
-205
| -2% | -$167K | 0.91% | 11 |
|
|
2025
Q3 | $7.95M | Sell |
9,980
-270
| -3% | -$200K | 0.83% | 12 |
|
|
2025
Q2 | $7.25M | Sell |
10,250
-44
| -0.4% | -$25.5K | 0.81% | 11 |
|
|
2025
Q1 | $5.62M | Sell |
10,294
-72
| -0.7% | -$43.3K | 0.72% | 19 |
|
|
2024
Q4 | $5.94M | Sell |
10,366
-53
| -0.5% | -$29.6K | 0.74% | 18 |
|
|
2024
Q3 | $5.16M | Sell |
10,419
-88
| -0.8% | -$43K | 0.65% | 24 |
|
|
2024
Q2 | $4.75M | Buy |
10,507
+62
| +0.6% | +$27.2K | 0.64% | 25 |
|
|
2024
Q1 | $4.36M | Buy |
10,445
+26
| +0.2% | +$10.1K | 0.56% | 29 |
|
|
2023
Q4 | $4.02M | Sell |
10,419
-16
| -0.2% | -$5.34K | 0.65% | 29 |
|
|
2023
Q3 | $3.38M | Sell |
10,435
-137
| -1% | -$45.8K | 0.61% | 32 |
|
|
2023
Q2 | $3.41M | Sell |
10,572
-21
| -0.2% | -$6.9K | 0.58% | 35 |
|
|
2023
Q1 | $3.47M | Sell |
10,593
-148
| -1% | -$51.5K | 0.66% | 26 |
|
|
2022
Q4 | $3.69M | Sell |
10,741
-97
| -0.9% | -$33.8K | 0.78% | 18 |
|
|
2022
Q3 | $3.18M | Sell |
10,838
-1,380
| -11% | -$447K | 0.71% | 23 |
|
|
2022
Q2 | $3.63M | Buy |
12,218
+564
| +5% | +$176K | 0.71% | 19 |
|
|
2022
Q1 | $3.85M | Buy |
11,654
+2,212
| +23% | +$781K | 0.62% | 30 |
|
|
2021
Q4 | $3.61M | Buy |
9,442
+67
| +0.7% | +$26.5K | 0.59% | 29 |
|
|
2021
Q3 | $3.54M | Sell |
9,375
-51
| -0.5% | -$19.9K | 0.62% | 29 |
|
|
2021
Q2 | $3.58M | Buy |
9,426
+138
| +1% | +$49.4K | 0.63% | 28 |
|
|
2021
Q1 | $3.04M | Sell |
9,288
-77
| -0.8% | -$24K | 0.58% | 34 |
|
|
2020
Q4 | $2.47M | Buy |
9,365
+292
| +3% | +$65K | 0.49% | 43 |
|
|
2020
Q3 | $1.82M | Sell |
9,073
-145
| -2% | -$29.5K | 0.42% | 51 |
|
|
2020
Q2 | $1.82M | Buy |
9,218
+850
| +10% | +$160K | 0.45% | 44 |
|
|
2020
Q1 | $1.29M | Buy |
8,368
+1,057
| +14% | +$224K | 0.4% | 60 |
|
|
2019
Q4 | $1.68M | Buy |
7,311
+239
| +3% | +$51.9K | 0.38% | 57 |
|
|
2019
Q3 | $1.47M | Sell |
7,072
-428
| -6% | -$89.5K | 0.37% | 63 |
|
|
2019
Q2 | $1.53M | Buy |
7,500
+426
| +6% | +$84.3K | 0.34% | 70 |
|
|
2019
Q1 | $1.36M | Buy |
7,074
+399
| +6% | +$77K | 0.3% | 84 |
|
|
2018
Q4 | $1.11M | Buy |
+6,675
| New | +$1.35M | 0.46% | 64 |
|
|
2017
Q3 | – | Sell |
-4,404
| Closed | -$974K | – | 302 |
|
|
2017
Q2 | $974K | Buy |
+4,404
| New | +$979K | 0.27% | 122 |
|
Other funds holding GS
VCM
VPM
Institute for Wealth Management's GS Position: Q1 2026 in Review
Institute for Wealth Management reduced its Goldman Sachs (GS) stake by 2.1% in Q1 2026, selling an estimated $181K and leaving 9,572 shares worth $8.1M. The position accounts for 0.86% of the portfolio, ranked #12.
Institute for Wealth Management first reported a position in GS in Q2 2017 and has held it in 31 quarters since. The position peaked at $8.59M in Q4 2025. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.
- Institute for Wealth Management held 9,572 shares of Goldman Sachs worth $8.1M as of Q1 2026.
- Institute for Wealth Management sold 203 Goldman Sachs shares in Q1 2026, an estimated $181K.
- Goldman Sachs made up 0.86% of Institute for Wealth Management's portfolio in Q1 2026, its #12 holding.
- Institute for Wealth Management first reported a position in Goldman Sachs in Q2 2017 and has held it in 31 quarters since.
- Institute for Wealth Management's Goldman Sachs position peaked at $8.59M in Q4 2025.
- 2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.