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Spectrum Wealth Counsel’s Goldman Sachs GS Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$11.2M Buy
20,443
+92
+0.5% +$55.4K 1.34% 21
2024
Q4 		$11.7M Sell
20,351
-68
-0.3% -$37.9K 1.37% 21
2024
Q3 		$10.1M Buy
20,419
+2,086
+11% +$1.02M 1.19% 24
2024
Q2 		$8.29M Sell
18,333
-561
-3% -$246K 1.05% 27
2024
Q1 		$7.89M Buy
18,894
+18,707
+10,004% +$7.26M 0.97% 30
2023
Q4 		$72.1K Buy
+187
New +$62.4K 0.01% 175

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Spectrum Wealth Counsel's GS Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Goldman Sachs (GS) stake by 0.45% in Q1 2025, buying an estimated $55.4K and bringing the position to 20,443 shares worth $11.2M. The position accounts for 1.34% of the portfolio, ranked #21.

Spectrum Wealth Counsel first reported a position in GS in Q4 2023 and has held it in 6 quarters since. The position peaked at $11.7M in Q4 2024. 2,487 funds tracked by Wall St. Rank hold GS as of Q1 2025.

  • Spectrum Wealth Counsel held 20,443 shares of Goldman Sachs worth $11.2M as of Q1 2025.
  • Spectrum Wealth Counsel bought 92 Goldman Sachs shares in Q1 2025, an estimated $55.4K.
  • Goldman Sachs made up 1.34% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #21 holding.
  • Spectrum Wealth Counsel first reported a position in Goldman Sachs in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Goldman Sachs position peaked at $11.7M in Q4 2024.
  • 2,487 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.