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Goldman Sachs shares owned by Whalen Wealth Management

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Whalen Wealth Management from 13F filings

Historical chart of Whalen Wealth Management investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $233k 557 417.69

More positions owned by Whalen Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Meta Platforms Cl A (META)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Materials (XLB)
Global X Fds Glbl X Mlp Etf (MLPA)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Ser Tr Bloomberg Emergi (EBND)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Whalen Wealth Management

Top funds holding Goldman Sachs

Vanguard Group
BlackRock
Bank of America Corporation
Morgan Stanley
Geode Capital Management
Fisher Investments
Dodge & Cox
Bank of New York Mellon
Citadel Advisors
Susquehanna International
Massachusetts Financial Services
T. Rowe Price Associates
International Assets Investment Management
Alliancebernstein
Barclays

View all funds holding Goldman Sachs