TRUE Private Wealth Advisors
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TRUE Private Wealth Advisors’s Goldman Sachs GS Stock Holding History

TRUE Private Wealth Advisors’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
Q3 		$4.7M Buy
5,215
+21
+0.4% +$21.5K 0.4% 45
2026
Q2 		$5.25M Sell
5,194
-582
-10% -$567K 0.45% 41
2026
Q1 		$4.89M Sell
5,776
-235
-4% -$210K 0.47% 41
2025
Q4 		$5.28M Buy
6,011
+41
+0.7% +$33.5K 0.53% 37
2025
Q3 		$4.75M Sell
5,970
-928
-13% -$688K 0.49% 37
2025
Q2 		$4.88M Sell
6,898
-72
-1% -$41.7K 0.55% 32
2025
Q1 		$3.81M Sell
6,970
-2,345
-25% -$1.41M 0.46% 38
2024
Q4 		$5.33M Sell
9,315
-158
-2% -$88.1K 0.65% 25
2024
Q3 		$4.69M Buy
9,473
+76
+0.8% +$37.2K 0.56% 35
2024
Q2 		$4.25M Sell
9,397
-520
-5% -$228K 0.48% 39
2024
Q1 		$4.14M Sell
9,917
-2,023
-17% -$785K 0.48% 39
2023
Q4 		$4.61M Buy
11,940
+987
+9% +$329K 0.58% 31
2023
Q3 		$3.54M Buy
10,953
+270
+3% +$90.2K 0.49% 41
2023
Q2 		$3.45M Buy
10,683
+260
+2% +$85.5K 0.51% 39
2023
Q1 		$3.41M Buy
10,423
+5
+0% +$1.74K 0.5% 36
2022
Q4 		$3.58M Buy
10,418
+243
+2% +$84.6K 0.55% 29
2022
Q3 		$2.98M Buy
10,175
+281
+3% +$91K 0.45% 34
2022
Q2 		$2.94M Buy
9,894
+352
+4% +$110K 0.43% 42
2022
Q1 		$3.09M Buy
9,542
+880
+10% +$311K 0.44% 43
2021
Q4 		$3.31M Sell
8,662
-20
-0.2% -$7.92K 0.47% 39
2021
Q3 		$3.28M Sell
8,682
-333
-4% -$130K 0.48% 38
2021
Q2 		$3.42M Sell
9,015
-1,357
-13% -$486K 0.51% 37
2021
Q1 		$3.39M Sell
10,372
-2,460
-19% -$766K 0.55% 33
2020
Q4 		$3.38M Sell
12,832
-159
-1% -$35.4K 0.57% 27
2020
Q3 		$2.61M Sell
12,991
-157
-1% -$31.9K 0.45% 37
2020
Q2 		$2.6M Buy
13,148
+88
+0.7% +$16.5K 0.48% 38
2020
Q1 		$2.02M Buy
13,060
+12,835
+5,704% +$2.72M 0.43% 43
2019
Q4 		$51K Buy
+225
New +$48.8K 0.01% 367
2019
Q3 		– Sell
-225
Closed -$46K – 428
2019
Q2 		$46K Buy
+225
New +$44.5K 0.01% 353
2018
Q4 		– Sell
-371
Closed -$83.3K – 524
2018
Q3 		$83.3K Buy
+371
New +$86.3K 0.01% 391

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

TRUE Private Wealth Advisors's GS Position: Q3 2026 in Review

TRUE Private Wealth Advisors increased its Goldman Sachs (GS) stake by 0.4% in Q3 2026, buying an estimated $21.5K and bringing the position to 5,215 shares worth $4.7M. The position accounts for 0.4% of the portfolio, ranked #45.

TRUE Private Wealth Advisors first reported a position in GS in Q3 2018 and has held it in 30 quarters since. The position peaked at $5.33M in Q4 2024. 1,532 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • TRUE Private Wealth Advisors held 5,215 shares of Goldman Sachs worth $4.7M as of Q3 2026.
  • TRUE Private Wealth Advisors bought 21 Goldman Sachs shares in Q3 2026, an estimated $21.5K.
  • Goldman Sachs made up 0.4% of TRUE Private Wealth Advisors's portfolio in Q3 2026, its #45 holding.
  • TRUE Private Wealth Advisors first reported a position in Goldman Sachs in Q3 2018 and has held it in 30 quarters since.
  • TRUE Private Wealth Advisors's Goldman Sachs position peaked at $5.33M in Q4 2024.
  • 1,532 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.