Goldman Sachs shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Goldman Sachs
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Quarterly reported holdings in Goldman Sachs by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 10k | 796.34 |
| 2025-06-30 | $7.3M | 10k | 707.74 |
| 2025-03-31 | $5.6M | 10k | 546.28 |
| 2024-12-31 | $5.9M | 10k | 572.60 |
| 2024-09-30 | $5.2M | 10k | 495.09 |
| 2024-06-30 | $4.8M | 11k | 452.33 |
| 2024-03-31 | $4.4M | 10k | 417.69 |
| 2023-12-31 | $4.0M | 10k | 385.78 |
| 2023-09-30 | $3.4M | 10k | 323.57 |
| 2023-06-30 | $3.4M | 11k | 322.55 |
| 2023-03-31 | $3.5M | 11k | 327.11 |
| 2022-12-31 | $3.7M | 11k | 343.37 |
| 2022-09-30 | $3.2M | 11k | 293.04 |
| 2022-06-30 | $3.6M | 12k | 297.02 |
| 2022-03-31 | $3.8M | 12k | 330.10 |
| 2021-12-31 | $3.6M | 9.4k | 382.55 |
| 2021-09-30 | $3.5M | 9.4k | 378.03 |
| 2021-06-30 | $3.6M | 9.4k | 379.48 |
| 2021-03-31 | $3.0M | 9.3k | 326.98 |
| 2020-12-31 | $2.5M | 9.4k | 263.75 |
| 2020-09-30 | $1.8M | 9.1k | 200.93 |
| 2020-06-30 | $1.8M | 9.2k | 197.66 |
| 2020-03-31 | $1.3M | 8.4k | 154.64 |
| 2019-12-31 | $1.7M | 1.7k | 1000.00 |
| 2019-09-30 | $1.5M | 7.1k | 207.30 |
| 2019-06-30 | $1.5M | 7.5k | 204.67 |
| 2019-03-31 | $19B | 100M | 191.97 |
| 2018-12-31 | $1.1M | 6.7k | 167.04 |
| 2017-06-30 | $974k | 4.4k | 221.16 |
More positions owned by Institute For Wealth Management
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