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Wealth Alliance’s Goldman Sachs GS Stock Holding History

Wealth Alliance’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 		$1.35M Sell
1,599
-160
-9% -$143K 0.13% 146
2025
Q4 		$1.55M Sell
1,759
-1,024
-37% -$836K 0.15% 128
2025
Q3 		$2.22M Buy
2,783
+40
+1% +$29.6K 0.23% 80
2025
Q2 		$1.94M Sell
2,743
-38
-1% -$22K 0.22% 89
2025
Q1 		$1.52M Buy
2,781
+1,396
+101% +$840K 0.18% 110
2024
Q4 		$793K Buy
1,385
+265
+24% +$148K 0.09% 193
2024
Q3 		$555K Buy
1,120
+60
+6% +$29.3K 0.07% 250
2024
Q2 		$479K Buy
1,060
+36
+4% +$15.8K 0.06% 257
2024
Q1 		$428K Sell
1,024
-11
-1% -$4.27K 0.06% 307
2023
Q4 		$399K Buy
1,035
+153
+17% +$51.1K 0.06% 303
2023
Q3 		$285K Buy
882
+25
+3% +$8.35K 0.05% 367
2023
Q2 		$276K Sell
857
-33
-4% -$10.8K 0.04% 398
2023
Q1 		$291K Sell
890
-252
-22% -$87.7K 0.05% 373
2022
Q4 		$392K Sell
1,142
-177
-13% -$61.6K 0.07% 275
2022
Q3 		$387K Sell
1,319
-96
-7% -$31.1K 0.08% 264
2022
Q2 		$420K Buy
1,415
+803
+131% +$250K 0.08% 241
2022
Q1 		$202K Sell
612
-486
-44% -$172K 0.04% 425
2021
Q4 		$420K Buy
1,098
+157
+17% +$62.2K 0.08% 259
2021
Q3 		$356K Sell
941
-216
-19% -$84.4K 0.08% 284
2021
Q2 		$439K Buy
+1,157
New +$414K 0.1% 227
2021
Q1 		– Sell
-900
Closed -$237K – 396
2020
Q4 		$237K Buy
+900
New +$200K 0.07% 331

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

Wealth Alliance's GS Position: Q1 2026 in Review

Wealth Alliance reduced its Goldman Sachs (GS) stake by 9.1% in Q1 2026, selling an estimated $143K and leaving 1,599 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #146.

Wealth Alliance first reported a position in GS in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.22M in Q3 2025. 2,982 funds tracked by Wall St. Rank hold GS as of Q1 2026.

  • Wealth Alliance held 1,599 shares of Goldman Sachs worth $1.35M as of Q1 2026.
  • Wealth Alliance sold 160 Goldman Sachs shares in Q1 2026, an estimated $143K.
  • Goldman Sachs made up 0.13% of Wealth Alliance's portfolio in Q1 2026, its #146 holding.
  • Wealth Alliance first reported a position in Goldman Sachs in Q4 2020 and has held it in 21 quarters since.
  • Wealth Alliance's Goldman Sachs position peaked at $2.22M in Q3 2025.
  • 2,982 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.