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Goldman Sachs shares owned by Caldwell Trust

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Goldman Sachs

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All positions including Goldman Sachs held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 1.4k 879.00
2025-09-30 $1.1M 1.4k 796.35
2021-12-31 $219k 573 382.55
2021-09-30 $257k 681 378.03
2021-06-30 $243k 641 379.53
2021-03-31 $214k 654 327.00
2020-12-31 $127k 483 263.71
2020-09-30 $82k 406 200.97
2020-06-30 $94k 476 197.62
2020-03-31 $105k 676 154.59
2019-12-31 $111k 481 229.93