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TrueWealth Advisors’s Goldman Sachs GS Stock Holding History

TrueWealth 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 		$617K Buy
685
+368
+116% +$377K 0.14% 133
2026
Q2 		$321K Buy
+317
New +$309K 0.07% 196

Other funds holding GS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

TrueWealth Advisors's GS Position: Q3 2026 in Review

TrueWealth Advisors increased its Goldman Sachs (GS) stake by 116% in Q3 2026, buying an estimated $377K and bringing the position to 685 shares worth $617K. The position accounts for 0.14% of the portfolio, ranked #133.

TrueWealth Advisors first reported a position in GS in Q2 2026 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • TrueWealth Advisors held 685 shares of Goldman Sachs worth $617K as of Q3 2026.
  • TrueWealth Advisors bought 368 Goldman Sachs shares in Q3 2026, an estimated $377K.
  • Goldman Sachs made up 0.14% of TrueWealth Advisors's portfolio in Q3 2026, its #133 holding.
  • TrueWealth Advisors first reported a position in Goldman Sachs in Q2 2026 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.