Strait & Sound Wealth Management’s Goldman Sachs GS Stock Holding History

Strait & Sound 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	$1.97M	Buy	2,324 +2	+0.1%	+$1.78K	0.73%	35
2025 Q4	$2.04M	Buy	2,322 +61	+3%	+$49.8K	0.76%	32
2025 Q3	$1.8M	Sell	2,261 -44	-2%	-$32.6K	0.69%	33
2025 Q2	$1.63M	Sell	2,305 -59	-2%	-$34.2K	0.69%	32
2025 Q1	$1.29M	Buy	2,364 +587	+33%	+$353K	0.6%	35
2024 Q4	$1.02M	Buy	1,777 +57	+3%	+$31.8K	0.47%	38
2024 Q3	$852K	Buy	1,720 +277	+19%	+$135K	0.41%	42
2024 Q2	$653K	Buy	1,443 +429	+42%	+$188K	0.33%	52
2024 Q1	$403K	Sell	1,014 -97	-9%	-$37.6K	0.23%	75
2023 Q4	$419K	Sell	1,111 -56	-5%	-$18.7K	0.26%	70
2023 Q3	$378K	Sell	1,167 -75	-6%	-$25.1K	0.32%	69
2023 Q2	$400K	Sell	1,242 -38	-3%	-$12.5K	0.4%	56
2023 Q1	$419K	Buy	1,280 +24	+2%	+$8.35K	0.42%	59
2022 Q4	$439K	Buy	+1,256	New	+$437K	0.48%	53

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

Strait & Sound Wealth Management's GS Position: Q1 2026 in Review

Strait & Sound Wealth Management increased its Goldman Sachs (GS) stake by 0.09% in Q1 2026, buying an estimated $1.78K and bringing the position to 2,324 shares worth $1.97M. The position accounts for 0.73% of the portfolio, ranked #35.

Strait & Sound Wealth Management first reported a position in GS in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.04M in Q4 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

Strait & Sound Wealth Management held 2,324 shares of Goldman Sachs worth $1.97M as of Q1 2026.
Strait & Sound Wealth Management bought 2 Goldman Sachs shares in Q1 2026, an estimated $1.78K.
Goldman Sachs made up 0.73% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #35 holding.
Strait & Sound Wealth Management first reported a position in Goldman Sachs in Q4 2022 and has held it in 14 quarters since.
Strait & Sound Wealth Management's Goldman Sachs position peaked at $2.04M in Q4 2025.
2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.