Goldman Sachs shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in Goldman Sachs
Tip: Access up to 7 years of quarterly data
All positions including Goldman Sachs held by Gratus Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Goldman Sachs by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 1.6k | 796.35 |
| 2025-06-30 | $1.2M | 1.7k | 707.75 |
| 2025-03-31 | $912k | 1.7k | 546.29 |
| 2024-12-31 | $991k | 1.7k | 572.62 |
| 2024-09-30 | $856k | 1.7k | 494.62 |
| 2024-06-30 | $839k | 1.7k | 484.93 |
| 2024-03-31 | $722k | 1.8k | 403.11 |
| 2023-12-31 | $691k | 1.8k | 385.77 |