The Family Firm’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
Q2
Sell
-530
Closed -$289K 128
2025
Q1
$289K Sell
530
-25
-5% -$15K 0.06% 171
2024
Q4
$318K Buy
555
+2
+0.4% +$1.12K 0.07% 159
2024
Q3
$274K Buy
553
+3
+0.5% +$1.47K 0.06% 175
2024
Q2
$249K Buy
550
+3
+0.5% +$1.32K 0.06% 176
2024
Q1
$228K Buy
547
+4
+0.7% +$1.55K 0.06% 180
2023
Q4
$210K Buy
+543
New +$181K 0.05% 182
2021
Q4
Sell
-492
Closed -$201K 181
2021
Q3
$201K Buy
+492
New +$192K 0.05% 177

Other funds holding GS

The Family Firm's GS Position: Q2 2025 in Review

The Family Firm sold out of Goldman Sachs (GS) in Q2 2025, closing a stake of 530 shares — an estimated $289K sold.

The Family Firm first reported a position in GS in Q3 2021 and held it in 7 quarters. The position peaked at $318K in Q4 2024. 2,601 funds tracked by Wall St. Rank hold GS as of Q2 2025.

  • The Family Firm reported no remaining Goldman Sachs position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 530 Goldman Sachs shares in Q2 2025, an estimated $289K.
  • The Family Firm first reported a position in Goldman Sachs in Q3 2021 and held it in 7 quarters.
  • The Family Firm's Goldman Sachs position peaked at $318K in Q4 2024.
  • 2,601 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.