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Institute for Wealth Management’s Goldman Sachs GS Stock Holding History

Institute for 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
2019
Q2 		– Sell
-63
Closed -$12K – 483
2019
Q1 		$12K Buy
+63
New +$12.2K ﹤0.01% 449

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

Institute for Wealth Management's GS Position: Q2 2026 in Review

Institute for Wealth Management reduced its Goldman Sachs (GS) stake by 0.63% in Q2 2026, selling an estimated $58.5K and leaving 9,512 shares worth $9.62M. The position accounts for 0.85% of the portfolio, ranked #15.

Institute for Wealth Management first reported a position in GS in Q2 2017 and has held it in 32 quarters since. 3,168 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Institute for Wealth Management held 9,512 shares of Goldman Sachs worth $9.62M as of Q2 2026.
  • Institute for Wealth Management sold 60 Goldman Sachs shares in Q2 2026, an estimated $58.5K.
  • Goldman Sachs made up 0.85% of Institute for Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Institute for Wealth Management first reported a position in Goldman Sachs in Q2 2017 and has held it in 32 quarters since.
  • 3,168 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.