Goldman Sachs shares owned by Circle Wealth Management
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Circle Wealth Management
from 13F filings
Historical chart of Circle Wealth Management investment in Goldman Sachs
Tip: Access up to 7 years of quarterly data
All positions including Goldman Sachs held by Circle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Goldman Sachs by Circle Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $19M | 23k | 796.34 |
| 2025-06-30 | $17M | 23k | 707.75 |
| 2025-03-31 | $13M | 23k | 546.30 |
| 2024-12-31 | $13M | 23k | 572.62 |
| 2024-09-30 | $12M | 23k | 495.11 |
| 2024-06-30 | $11M | 24k | 452.32 |
| 2024-03-31 | $11M | 25k | 417.68 |
| 2023-12-31 | $9.8M | 25k | 385.78 |
| 2023-09-30 | $8.7M | 33k | 267.51 |
| 2023-06-30 | $8.7M | 33k | 266.59 |
| 2023-03-31 | $8.8M | 33k | 270.52 |
| 2022-12-31 | $9.4M | 33k | 285.20 |
| 2022-09-30 | $8.1M | 33k | 243.42 |
| 2022-06-30 | $8.2M | 33k | 247.06 |
| 2022-03-31 | $9.1M | 33k | 275.32 |
| 2021-12-31 | $10M | 32k | 317.13 |
| 2021-09-30 | $10M | 32k | 313.61 |
| 2021-06-30 | $10M | 34k | 297.12 |
| 2021-03-31 | $8.6M | 26k | 327.01 |
| 2020-12-31 | $7.2M | 27k | 263.73 |
| 2020-09-30 | $6.1M | 30k | 200.98 |
| 2020-06-30 | $9.6M | 49k | 197.62 |
| 2020-03-31 | $7.1M | 46k | 154.59 |
| 2019-12-31 | $11M | 46k | 229.94 |
| 2019-09-30 | $9.3M | 45k | 207.35 |
| 2019-06-30 | $7.6M | 37k | 204.60 |
| 2019-03-31 | $9.9M | 51k | 191.99 |
| 2018-12-31 | $7.2M | 50k | 144.31 |
| 2018-09-30 | $12M | 54k | 224.24 |
| 2018-06-30 | $12M | 54k | 220.56 |
| 2018-03-31 | $13M | 53k | 251.86 |
| 2017-12-31 | $12M | 48k | 254.77 |
| 2017-09-30 | $9.6M | 41k | 237.19 |
| 2017-06-30 | $9.0M | 40k | 221.89 |
| 2017-03-31 | $10M | 45k | 229.71 |
| 2016-12-31 | $11M | 45k | 239.45 |