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Goldman Sachs shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Goldman Sachs by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 330 796.35
2025-06-30 $232k 328 707.75

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Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
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Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Microsoft Corp Stock (MSFT)
Jpmorgan Chase & Co Stock (JPM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Tesla Stock (TSLA)

View all positions for Gradient Capital Advisors

Top funds holding Goldman Sachs

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Jpmorgan Chase & Co
Geode Capital Management
Fisher Investments
Susquehanna International
Citadel Advisors
Capital World Investors
FMR
Northern Trust
Bank of New York Mellon
Invesco
UBS Group

View all funds holding Goldman Sachs