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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
-100,000,000
Closed -$12K – 483
2019
Q1 		$12K Buy
+100,000,000
New +$19.3B ﹤0.01% 449

Other funds holding GS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.