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Wealth Alliance Advisory Group’s Goldman Sachs GS Stock Holding History

Wealth Alliance Advisory Group’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
Q2 		$2.04M Buy
2,013
+866
+76% +$844K 0.29% 58
2026
Q1 		$970K Sell
1,147
-1,102
-49% -$983K 0.15% 88
2025
Q4 		$1.98M Sell
2,249
-88
-4% -$71.8K 0.34% 54
2025
Q3 		$1.86M Sell
2,337
-327
-12% -$242K 0.34% 53
2025
Q2 		$1.89M Buy
2,664
+179
+7% +$104K 0.36% 55
2025
Q1 		$1.36M Buy
2,485
+555
+29% +$334K 0.28% 67
2024
Q4 		$1.11M Sell
1,930
-120
-6% -$66.9K 0.23% 69
2024
Q3 		$1.01M Hold
2,050
– – 0.21% 74
2024
Q2 		$927K Sell
2,050
-200
-9% -$87.8K 0.21% 77
2024
Q1 		$940K Hold
2,250
– – 0.22% 71
2023
Q4 		$868K Hold
2,250
– – 0.23% 67
2023
Q3 		$728K Hold
2,250
– – 0.22% 66
2023
Q2 		$726K Hold
2,250
– – 0.26% 63
2023
Q1 		$736K Hold
2,250
– – 0.28% 59
2022
Q4 		$773K Hold
2,250
– – 0.3% 58
2022
Q3 		$659K Buy
2,250
+300
+15% +$97.2K 0.29% 55
2022
Q2 		$579K Buy
1,950
+500
+34% +$156K 0.27% 62
2022
Q1 		$479K Buy
1,450
+100
+7% +$35.3K 0.21% 80
2021
Q4 		$516K Buy
1,350
+100
+8% +$39.6K 0.22% 75
2021
Q3 		$473K Buy
1,250
+60
+5% +$23.4K 0.23% 71
2021
Q2 		$452K Buy
1,190
+20
+2% +$7.16K 0.22% 76
2021
Q1 		$383K Hold
1,170
– – 0.2% 85
2020
Q4 		$309K Sell
1,170
-108
-8% -$24K 0.17% 99
2020
Q3 		$257K Hold
1,278
– – 0.15% 98
2020
Q2 		$253K Buy
+1,278
New +$240K 0.16% 94
2020
Q1 		– Sell
-1,229
Closed -$283K – 126
2019
Q4 		$283K Buy
1,229
+2
+0.2% +$434 0.16% 96
2019
Q3 		$251K Sell
1,227
-198
-14% -$41.4K 0.16% 100
2019
Q2 		$301K Sell
1,425
-197
-12% -$39K 0.19% 85
2019
Q1 		$329K Buy
+1,622
New +$313K 0.21% 79
2018
Q4 		– Sell
-1,520
Closed -$341K – 129
2018
Q3 		$341K Buy
+1,520
New +$354K 0.17% 92

Other funds holding GS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Wealth Alliance Advisory Group's GS Position: Q2 2026 in Review

Wealth Alliance Advisory Group increased its Goldman Sachs (GS) stake by 76% in Q2 2026, buying an estimated $844K and bringing the position to 2,013 shares worth $2.04M. The position accounts for 0.29% of the portfolio, ranked #58.

Wealth Alliance Advisory Group first reported a position in GS in Q3 2018 and has held it in 30 quarters since. 1,510 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Wealth Alliance Advisory Group held 2,013 shares of Goldman Sachs worth $2.04M as of Q2 2026.
  • Wealth Alliance Advisory Group bought 866 Goldman Sachs shares in Q2 2026, an estimated $844K.
  • Goldman Sachs made up 0.29% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #58 holding.
  • Wealth Alliance Advisory Group first reported a position in Goldman Sachs in Q3 2018 and has held it in 30 quarters since.
  • 1,510 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.