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TruWealth Advisors’s Goldman Sachs GS Stock Holding History

TruWealth 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 		$23.9M Buy
28,298
+658
+2% +$587K 1.15% 30
2025
Q4 		$24.3M Buy
27,640
+640
+2% +$522K 1.19% 29
2025
Q3 		$21.5M Buy
+27,000
New +$20M 1.09% 31

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

TruWealth Advisors's GS Position: Q1 2026 in Review

TruWealth Advisors increased its Goldman Sachs (GS) stake by 2.4% in Q1 2026, buying an estimated $587K and bringing the position to 28,298 shares worth $23.9M. The position accounts for 1.15% of the portfolio, ranked #30.

TruWealth Advisors first reported a position in GS in Q3 2025 and has held it in 3 quarters since. The position peaked at $24.3M in Q4 2025. 2,981 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • TruWealth Advisors held 28,298 shares of Goldman Sachs worth $23.9M as of Q1 2026.
  • TruWealth Advisors bought 658 Goldman Sachs shares in Q1 2026, an estimated $587K.
  • Goldman Sachs made up 1.15% of TruWealth Advisors's portfolio in Q1 2026, its #30 holding.
  • TruWealth Advisors first reported a position in Goldman Sachs in Q3 2025 and has held it in 3 quarters since.
  • TruWealth Advisors's Goldman Sachs position peaked at $24.3M in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.