Goldman Sachs shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Goldman Sachs
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Quarterly reported holdings in Goldman Sachs by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $436k | 548 | 796.35 |
| 2025-06-30 | $382k | 540 | 707.75 |
| 2025-03-31 | $293k | 537 | 546.29 |
| 2024-12-31 | $300k | 524 | 572.62 |
| 2024-09-30 | $258k | 522 | 495.11 |
| 2024-06-30 | $268k | 592 | 452.32 |
| 2024-03-31 | $246k | 588 | 417.69 |
| 2023-12-31 | $226k | 586 | 385.77 |
| 2023-03-31 | $218k | 665 | 327.11 |
| 2022-12-31 | $265k | 773 | 343.38 |
| 2022-09-30 | $214k | 729 | 293.55 |