Sheaff Brock Investment Advisors’s Goldman Sachs GS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$225K Buy
412
+8
+2% +$4.81K 0.02% 378
2024
Q4
$231K Buy
+404
New +$225K 0.02% 378
2024
Q2
Sell
-612
Closed -$256K 488
2024
Q1
$256K Hold
612
0.02% 386
2023
Q4
$236K Sell
612
-17
-3% -$5.67K 0.02% 390
2023
Q3
$203K Sell
629
-124
-16% -$41.4K 0.02% 395
2023
Q2
$243K Sell
753
-3
-0.4% -$986 0.02% 389
2023
Q1
$247K Sell
756
-19
-2% -$6.61K 0.02% 391
2022
Q4
$266K Sell
775
-138
-15% -$48K 0.03% 363
2022
Q3
$267K Sell
913
-181
-17% -$58.6K 0.03% 355
2022
Q2
$325K Sell
1,094
-18,280
-94% -$5.69M 0.03% 322
2022
Q1
$6.39M Buy
19,374
+174
+0.9% +$61.5K 0.45% 47
2021
Q4
$7.34M Buy
19,200
+284
+2% +$112K 0.49% 34
2021
Q3
$7.15M Sell
18,916
-335
-2% -$131K 0.53% 31
2021
Q2
$7.31M Hold
19,251
0.53% 34
2021
Q1
$6.29M Sell
19,251
-3,586
-16% -$1.12M 0.5% 36
2020
Q4
$6.02M Sell
22,837
-15,154
-40% -$3.37M 0.5% 40
2020
Q3
$7.63M Sell
37,991
-1,994
-5% -$406K 0.7% 18
2020
Q2
$7.9M Buy
+39,985
New +$7.51M 0.78% 17
2020
Q1
Sell
-1,507
Closed -$347K 443
2019
Q4
$347K Sell
1,507
-271
-15% -$58.8K 0.03% 307
2019
Q3
$368K Sell
1,778
-849
-32% -$178K 0.04% 297
2019
Q2
$538K Sell
2,627
-87
-3% -$17.2K 0.06% 230
2019
Q1
$521K Buy
2,714
+14
+0.5% +$2.7K 0.06% 241
2018
Q4
$451K Buy
2,700
+859
+47% +$173K 0.07% 242
2018
Q3
$413K Sell
1,841
-230
-11% -$53.5K 0.04% 300
2018
Q2
$457K Buy
2,071
+308
+17% +$73.4K 0.04% 275
2018
Q1
$444K Buy
1,763
+332
+23% +$86.4K 0.05% 277
2017
Q4
$365K Buy
1,431
+1
+0.1% +$245 0.05% 310
2017
Q3
$339K Buy
1,430
+2
+0.1% +$451 0.04% 331
2017
Q2
$317K Sell
1,428
-133
-9% -$29.6K 0.04% 373
2017
Q1
$359K Sell
1,561
-1,514
-49% -$366K 0.05% 344
2016
Q4
$736K Sell
3,075
-264
-8% -$53.6K 0.09% 224
2016
Q3
$539K Sell
3,339
-150
-4% -$24.4K 0.07% 262
2016
Q2
$519K Hold
3,489
0.07% 271
2016
Q1
$548K Sell
3,489
-332
-9% -$51.3K 0.07% 271
2015
Q4
$689K Buy
+3,821
New +$710K 0.08% 252

Other funds holding GS

Sheaff Brock Investment Advisors's GS Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Goldman Sachs (GS) stake by 2% in Q1 2025, buying an estimated $4.81K and bringing the position to 412 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #378.

Sheaff Brock Investment Advisors first reported a position in GS in Q4 2015 and has held it in 35 quarters since. The position peaked at $7.9M in Q2 2020. 2,488 funds tracked by Wall St. Rank hold GS as of Q1 2025.

  • Sheaff Brock Investment Advisors held 412 shares of Goldman Sachs worth $225K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 8 Goldman Sachs shares in Q1 2025, an estimated $4.81K.
  • Goldman Sachs made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #378 holding.
  • Sheaff Brock Investment Advisors first reported a position in Goldman Sachs in Q4 2015 and has held it in 35 quarters since.
  • Sheaff Brock Investment Advisors's Goldman Sachs position peaked at $7.9M in Q2 2020.
  • 2,488 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.