Icon Wealth Advisors »

Goldman Sachs shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Goldman Sachs by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $239k 482 495.02
2024-03-31 $138k 331 417.84

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Microsoft Corp Stock (MSFT)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Apple Stock (AAPL)
Ishares National Muni Bond Etf Etf (MUB)
Amazon Stock (AMZN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Exxon Mobil Corp Stock (XOM)
Chevron Corp Stock (CVX)

View all positions for Icon Wealth Advisors

Top funds holding Goldman Sachs

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Mizuho Securities USA
Morgan Stanley
Capital World Investors
Geode Capital Management
Jpmorgan Chase & Co
Fisher Investments
Dodge & Cox
Bank of America Corporation
Susquehanna International
Bank of New York Mellon
Citadel Advisors

View all funds holding Goldman Sachs