Smith Salley Wealth Management’s Goldman Sachs GS Stock Holding History

Smith Salley 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	$2.31M	Buy	2,728 +169	+7%	+$151K	0.12%	114
2025 Q4	$2.25M	Buy	2,559 +69	+3%	+$56.3K	0.11%	117
2025 Q3	$1.98M	Buy	2,490 +86	+4%	+$63.7K	0.1%	124
2025 Q2	$1.7M	Sell	2,404 -7	-0.3%	-$4.06K	0.1%	124
2025 Q1	$1.32M	Buy	2,411 +2,048	+564%	+$1.23M	0.09%	126
2024 Q4	$208K	Buy	+363	New	+$202K	0.01%	239
2017 Q4	–	Sell	-870	Closed	-$206K	–	183
2017 Q3	$206K	Buy	+870	New	+$196K	0.04%	165
2017 Q1	–	Sell	-955	Closed	-$229K	–	180
2016 Q4	$229K	Buy	+955	New	+$194K	0.05%	142
2013 Q3	–	Sell	-2,492	Closed	-$377K	–	92
2013 Q2	$377K	Buy	+2,492	New	+$380K	0.3%	60

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

Smith Salley Wealth Management's GS Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Goldman Sachs (GS) stake by 6.6% in Q1 2026, buying an estimated $151K and bringing the position to 2,728 shares worth $2.31M. The position accounts for 0.12% of the portfolio, ranked #114.

Smith Salley Wealth Management first reported a position in GS in Q2 2013 and has held it in 9 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Smith Salley Wealth Management held 2,728 shares of Goldman Sachs worth $2.31M as of Q1 2026.
Smith Salley Wealth Management bought 169 Goldman Sachs shares in Q1 2026, an estimated $151K.
Goldman Sachs made up 0.12% of Smith Salley Wealth Management's portfolio in Q1 2026, its #114 holding.
Smith Salley Wealth Management first reported a position in Goldman Sachs in Q2 2013 and has held it in 9 quarters since.
2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.