Summit Trail 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.4M | Buy |
20,542
+3,409
| +20% | +$3.04M | 0.25% | 51 |
|
|
2025
Q4 | $15.1M | Sell |
17,133
-3,323
| -16% | -$2.71M | 0.26% | 47 |
|
|
2025
Q3 | $16.3M | Buy |
20,456
+1,282
| +7% | +$950K | 0.22% | 53 |
|
|
2025
Q2 | $13.6M | Sell |
19,174
-1,056
| -5% | -$612K | 0.23% | 55 |
|
|
2025
Q1 | $11.1M | Buy |
20,230
+14,876
| +278% | +$8.95M | 0.36% | 28 |
|
|
2024
Q4 | $3.07M | Buy |
5,354
+1,882
| +54% | +$1.05M | 0.11% | 66 |
|
|
2024
Q3 | $1.72M | Buy |
3,472
+317
| +10% | +$155K | 0.04% | 181 |
|
|
2024
Q2 | $1.43M | Buy |
3,155
+187
| +6% | +$82.1K | 0.04% | 177 |
|
|
2024
Q1 | $1.24M | Buy |
2,968
+320
| +12% | +$124K | 0.03% | 186 |
|
|
2023
Q4 | $1.02M | Sell |
2,648
-440
| -14% | -$147K | 0.03% | 174 |
|
|
2023
Q3 | $999K | Buy |
3,088
+259
| +9% | +$86.5K | 0.04% | 164 |
|
|
2023
Q2 | $913K | Buy |
2,829
+1,170
| +71% | +$385K | 0.03% | 184 |
|
|
2023
Q1 | $543K | Sell |
1,659
-68
| -4% | -$23.7K | 0.02% | 210 |
|
|
2022
Q4 | $593K | Buy |
1,727
+336
| +24% | +$117K | 0.03% | 162 |
|
|
2022
Q3 | $408K | Sell |
1,391
-287
| -17% | -$93K | 0.02% | 211 |
|
|
2022
Q2 | $498K | Buy |
1,678
+394
| +31% | +$123K | 0.03% | 185 |
|
|
2022
Q1 | $424K | Sell |
1,284
-1,599
| -55% | -$565K | 0.03% | 196 |
|
|
2021
Q4 | $1.1M | Sell |
2,883
-9
| -0.3% | -$3.56K | 0.07% | 125 |
|
|
2021
Q3 | $1.09M | Buy |
2,892
+59
| +2% | +$23K | 0.08% | 112 |
|
|
2021
Q2 | $1.07M | Buy |
2,833
+158
| +6% | +$56.5K | 0.09% | 99 |
|
|
2021
Q1 | $875K | Sell |
2,675
-99
| -4% | -$30.8K | 0.09% | 93 |
|
|
2020
Q4 | $732K | Sell |
2,774
-240
| -8% | -$53.4K | 0.09% | 94 |
|
|
2020
Q3 | $647K | Buy |
3,014
+370
| +14% | +$75.3K | 0.13% | 89 |
|
|
2020
Q2 | $522K | Buy |
+2,644
| New | +$496K | 0.1% | 87 |
|
|
2019
Q2 | – | Sell |
-1,175
| Closed | -$226K | – | 79 |
|
|
2019
Q1 | $226K | Sell |
1,175
-3,099
| -73% | -$598K | 0.1% | 72 |
|
|
2018
Q4 | $714K | Sell |
4,274
-2,240
| -34% | -$452K | 0.25% | 45 |
|
|
2018
Q3 | $1.46M | Buy |
6,514
+541
| +9% | +$126K | 0.32% | 49 |
|
|
2018
Q2 | $1.32M | Sell |
5,973
-1,454
| -20% | -$347K | 0.46% | 35 |
|
|
2018
Q1 | $945K | Buy |
7,427
+3,539
| +91% | +$921K | 0.16% | 139 |
|
|
2017
Q4 | $1.02M | Buy |
+3,888
| New | +$954K | 0.13% | 151 |
|
Other funds holding GS
VCM
VPM
Summit Trail Advisors's GS Position: Q1 2026 in Review
Summit Trail Advisors increased its Goldman Sachs (GS) stake by 20% in Q1 2026, buying an estimated $3.04M and bringing the position to 20,542 shares worth $17.4M. The position accounts for 0.25% of the portfolio, ranked #51.
Summit Trail Advisors first reported a position in GS in Q4 2017 and has held it in 30 quarters since. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.
- Summit Trail Advisors held 20,542 shares of Goldman Sachs worth $17.4M as of Q1 2026.
- Summit Trail Advisors bought 3,409 Goldman Sachs shares in Q1 2026, an estimated $3.04M.
- Goldman Sachs made up 0.25% of Summit Trail Advisors's portfolio in Q1 2026, its #51 holding.
- Summit Trail Advisors first reported a position in Goldman Sachs in Q4 2017 and has held it in 30 quarters since.
- 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.
Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.