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Goldman Sachs shares owned by Beacon Harbor Wealth Advisors

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Beacon Harbor Wealth Advisors from 13F filings

Historical chart of Beacon Harbor Wealth Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs held by Beacon Harbor Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Beacon Harbor Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $327k 411 796.35
2025-06-30 $291k 411 707.75
2025-03-31 $219k 400 546.29
2024-12-31 $229k 400 572.62