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Integrated Wealth Concepts’s Goldman Sachs GS Stock Holding History

Integrated Wealth Concepts’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
Q1 		$12.2M Buy
14,378
+7,131
+98% +$6.36M 0.1% 217
2025
Q4 		$6.37M Sell
7,247
-4,195
-37% -$3.42M 0.08% 241
2025
Q3 		$9.11M Buy
11,442
+527
+5% +$391K 0.08% 233
2025
Q2 		$7.73M Sell
10,915
-3,308
-23% -$1.92M 0.08% 243
2025
Q1 		$7.77M Sell
14,223
-1,528
-10% -$919K 0.09% 223
2024
Q4 		$9.02M Buy
15,751
+877
+6% +$489K 0.1% 188
2024
Q3 		$7.36M Buy
14,874
+3,411
+30% +$1.67M 0.09% 215
2024
Q2 		$5.18M Sell
11,463
-491
-4% -$215K 0.07% 258
2024
Q1 		$4.99M Buy
11,954
+615
+5% +$239K 0.07% 266
2023
Q4 		$4.37M Sell
11,339
-4,374
-28% -$1.46M 0.07% 259
2023
Q3 		$5.08M Buy
15,713
+1,413
+10% +$472K 0.09% 227
2023
Q2 		$4.61M Sell
14,300
-709
-5% -$233K 0.08% 244
2023
Q1 		$4.91M Buy
15,009
+7,466
+99% +$2.6M 0.1% 199
2022
Q4 		$2.59M Sell
7,543
-759
-9% -$264K 0.07% 261
2022
Q3 		$2.43M Sell
8,302
-188
-2% -$60.9K 0.08% 240
2022
Q2 		$2.52M Buy
8,490
+1,305
+18% +$406K 0.08% 234
2022
Q1 		$2.37M Buy
7,185
+2,679
+59% +$946K 0.07% 223
2021
Q4 		$1.72M Buy
4,506
+234
+5% +$92.6K 0.05% 288
2021
Q3 		$1.61M Buy
4,272
+1,159
+37% +$453K 0.05% 278
2021
Q2 		$1.18M Sell
3,113
-101
-3% -$36.1K 0.04% 317
2021
Q1 		$1.05M Buy
3,214
+442
+16% +$138K 0.04% 285
2020
Q4 		$731K Buy
2,772
+62
+2% +$13.8K 0.03% 313
2020
Q3 		$545K Buy
2,710
+282
+12% +$57.4K 0.03% 327
2020
Q2 		$480K Buy
+2,428
New +$456K 0.03% 294

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

Integrated Wealth Concepts's GS Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Goldman Sachs (GS) stake by 98% in Q1 2026, buying an estimated $6.36M and bringing the position to 14,378 shares worth $12.2M. The position accounts for 0.1% of the portfolio, ranked #217.

Integrated Wealth Concepts first reported a position in GS in Q2 2020 and has held it in 24 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Integrated Wealth Concepts held 14,378 shares of Goldman Sachs worth $12.2M as of Q1 2026.
  • Integrated Wealth Concepts bought 7,131 Goldman Sachs shares in Q1 2026, an estimated $6.36M.
  • Goldman Sachs made up 0.1% of Integrated Wealth Concepts's portfolio in Q1 2026, its #217 holding.
  • Integrated Wealth Concepts first reported a position in Goldman Sachs in Q2 2020 and has held it in 24 quarters since.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.