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Wealthstream Advisors’s Goldman Sachs GS Stock Holding History

Wealthstream 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
2025
Q3 		$1.21M Buy
1,522
+20
+1% +$14.8K 0.18% 47
2025
Q2 		$1.06M Buy
1,502
+204
+16% +$118K 0.18% 51
2025
Q1 		$709K Sell
1,298
-1
-0.1% -$602 0.13% 59
2024
Q4 		$744K Buy
1,299
+10
+0.8% +$5.58K 0.14% 60
2024
Q3 		$638K Buy
1,289
+22
+2% +$10.8K 0.12% 65
2024
Q2 		$573K Buy
1,267
+8
+0.6% +$3.51K 0.21% 64
2024
Q1 		$526K Buy
1,259
+10
+0.8% +$3.88K 0.2% 70
2023
Q4 		$482K Buy
1,249
+283
+29% +$94.5K 0.2% 71
2023
Q3 		$312K Buy
+966
New +$323K 0.16% 72

Other funds holding GS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthstream Advisors's GS Position: Q3 2025 in Review

Wealthstream Advisors increased its Goldman Sachs (GS) stake by 1.3% in Q3 2025, buying an estimated $14.8K and bringing the position to 1,522 shares worth $1.21M. The position accounts for 0.18% of the portfolio, ranked #47.

Wealthstream Advisors first reported a position in GS in Q3 2023 and has held it in 9 quarters since. 2,739 funds tracked by Wall St. Rank hold GS as of Q3 2025.

  • Wealthstream Advisors held 1,522 shares of Goldman Sachs worth $1.21M as of Q3 2025.
  • Wealthstream Advisors bought 20 Goldman Sachs shares in Q3 2025, an estimated $14.8K.
  • Goldman Sachs made up 0.18% of Wealthstream Advisors's portfolio in Q3 2025, its #47 holding.
  • Wealthstream Advisors first reported a position in Goldman Sachs in Q3 2023 and has held it in 9 quarters since.
  • 2,739 funds tracked by Wall St. Rank held Goldman Sachs as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.