Goldman Sachs shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Goldman Sachs
Tip: Access up to 7 years of quarterly data
All positions including Goldman Sachs held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Goldman Sachs by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 7.2k | 796.38 |
| 2025-06-30 | $4.6M | 6.5k | 707.70 |
| 2025-03-31 | $2.4M | 4.4k | 546.60 |
| 2024-12-31 | $2.5M | 4.5k | 572.74 |
| 2024-09-30 | $5.8M | 12k | 495.33 |
| 2024-06-30 | $5.2M | 12k | 452.34 |
| 2024-03-31 | $4.1M | 9.8k | 417.72 |
| 2023-12-31 | $4.1M | 11k | 385.77 |
| 2023-09-30 | $3.3M | 10k | 323.57 |
| 2023-06-30 | $1.0M | 3.1k | 322.55 |