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Goldman Sachs shares owned by Core Wealth Advisors

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

Historical chart of Core Wealth Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Goldman Sachs by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $228k 269 845.99
2021-12-31 $1.0M 2.6k 382.41
2021-09-30 $989k 2.6k 378.06

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust State Street Spd (SPYM)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Quality Divrsfed (QINT)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)

View all positions for Core Wealth Advisors

Top funds holding Goldman Sachs

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
Susquehanna International
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bank of America Corporation
Citadel Advisors
FMR
Jane Street
Northern Trust
Capital World Investors

View all funds holding Goldman Sachs