Schrum Private Wealth Management’s Goldman Sachs GS Stock Holding History

Schrum Private 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 Q1	$591K	Hold	699	–	–	0.45%	62
2025 Q4	$614K	Hold	699	–	–	0.45%	61
2025 Q3	$557K	Sell	699 -25	-3%	-$18.5K	0.41%	64
2025 Q2	$512K	Hold	724	–	–	0.41%	63
2025 Q1	$396K	Hold	724	–	–	0.35%	75
2024 Q4	$415K	Sell	724 -524	-42%	-$292K	0.35%	71
2024 Q3	$618K	Buy	1,248 +524	+72%	+$256K	0.32%	72
2024 Q2	$327K	Hold	724	–	–	0.3%	82
2024 Q1	$302K	Buy	724 +100	+16%	+$38.8K	0.27%	88
2023 Q4	$241K	Sell	624 -100	-14%	-$33.4K	0.34%	79
2023 Q3	$234K	Hold	724	–	–	0.27%	99
2023 Q2	$234K	Hold	724	–	–	0.25%	97
2023 Q1	$237K	Hold	724	–	–	0.27%	95
2022 Q4	$249K	Buy	724 +24	+3%	+$8.36K	0.29%	91
2022 Q3	$205K	Hold	700	–	–	0.26%	103
2022 Q2	$208K	Hold	700	–	–	0.24%	108
2022 Q1	$221K	Hold	700	–	–	0.22%	108
2021 Q4	$268K	Buy	+700	New	+$277K	0.24%	102

Other funds holding GS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schrum Private Wealth Management's GS Position: Q1 2026 in Review

Schrum Private Wealth Management held its Goldman Sachs (GS) position steady in Q1 2026 at 699 shares worth $591K. The position accounts for 0.45% of the portfolio, ranked #62.

Schrum Private Wealth Management first reported a position in GS in Q4 2021 and has held it in 18 quarters since. The position peaked at $618K in Q3 2024. 2,980 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Schrum Private Wealth Management held 699 shares of Goldman Sachs worth $591K as of Q1 2026.
Schrum Private Wealth Management left its Goldman Sachs share count unchanged in Q1 2026.
Goldman Sachs made up 0.45% of Schrum Private Wealth Management's portfolio in Q1 2026, its #62 holding.
Schrum Private Wealth Management first reported a position in Goldman Sachs in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's Goldman Sachs position peaked at $618K in Q3 2024.
2,980 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.