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Goldman Sachs shares owned by Kellett Schaffner Wealth Advisors

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

Historical chart of Kellett Schaffner Wealth Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Goldman Sachs by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $251k 278 901.67
2026-06-30 $276k 272 1012.79
2025-12-31 $275k 313 879.95

More positions owned by Kellett Schaffner Wealth Advisors

Ishares Tr 0-3 Mth Treasury (SGOV)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Spdr Series Trust St Str P500etf (SPYM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Trust Ishare 0-1 (SHV)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Procter & Gamble Company (PG)
Etfs Gold Tr Physcl Gold Shs (SGOL)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Microsoft Corporation (MSFT)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding Goldman Sachs

BlackRock
State Street Corporation
Vanguard Capital Management
Susquehanna International
Jpmorgan Chase & Co
Vanguard Portfolio Management
Fisher Investments
Geode Capital Management
Bank of America Corporation
Citadel Advisors
Jane Street
FMR
Northern Trust
UBS Group
Norges Bank Investment Management

View all funds holding Goldman Sachs