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Goldman Sachs shares owned by Estate Planners Group

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Estate Planners Group from 13F filings

Historical chart of Estate Planners Group investment in Goldman Sachs

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All positions including Goldman Sachs held by Estate Planners Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $90k 102 883.26

More positions owned by Estate Planners Group

Guggenheim Strategic Opportu Com Sbi (GOF)
Pimco Dynamic Income SHS (PDI)
Series Portfolios Tr Eldridge Bbb B (CLOZ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
Amazon (AMZN)
Neos Etf Trust Bitcoin High Inc (BTCI)
NVIDIA Corporation (NVDA)
Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

Top funds holding Goldman Sachs

Vanguard Group
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Geode Capital Management
Citadel Advisors
FMR
Capital World Investors
Northern Trust
Bank of New York Mellon
Norges Bank Investment Management
Invesco
UBS Group
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View all funds holding Goldman Sachs