TPWA
GS icon

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
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

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TRUE Private Wealth Advisors's GS Position: Q1 2026 in Review

TRUE Private Wealth Advisors reduced its Goldman Sachs (GS) stake by 3.9% in Q1 2026, selling an estimated $210K and leaving 5,776 shares worth $4.89M. The position accounts for 0.47% of the portfolio, ranked #41.

TRUE Private Wealth Advisors first reported a position in GS in Q3 2018 and has held it in 28 quarters since. The position peaked at $5.33M in Q4 2024. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • TRUE Private Wealth Advisors held 5,776 shares of Goldman Sachs worth $4.89M as of Q1 2026.
  • TRUE Private Wealth Advisors sold 235 Goldman Sachs shares in Q1 2026, an estimated $210K.
  • Goldman Sachs made up 0.47% of TRUE Private Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • TRUE Private Wealth Advisors first reported a position in Goldman Sachs in Q3 2018 and has held it in 28 quarters since.
  • TRUE Private Wealth Advisors's Goldman Sachs position peaked at $5.33M in Q4 2024.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.