Wealth Alliance Advisory Group
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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
Q3 		$219K Sell
243
-1,770
-88% -$1.81M 0.03% 192
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
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
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wealth Alliance Advisory Group's GS Position: Q3 2026 in Review

Wealth Alliance Advisory Group reduced its Goldman Sachs (GS) stake by 88% in Q3 2026, selling an estimated $1.81M and leaving 243 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #192.

Wealth Alliance Advisory Group first reported a position in GS in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.04M in Q2 2026. 1,745 funds tracked by Wall St. Rank hold GS as of Q3 2026.

  • Wealth Alliance Advisory Group held 243 shares of Goldman Sachs worth $219K as of Q3 2026.
  • Wealth Alliance Advisory Group sold 1,770 Goldman Sachs shares in Q3 2026, an estimated $1.81M.
  • Goldman Sachs made up 0.03% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #192 holding.
  • Wealth Alliance Advisory Group first reported a position in Goldman Sachs in Q3 2018 and has held it in 31 quarters since.
  • Wealth Alliance Advisory Group's Goldman Sachs position peaked at $2.04M in Q2 2026.
  • 1,745 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.