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Goldman Sachs shares owned by Mittelman Wealth Management

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

Historical chart of Mittelman Wealth Management investment in Goldman Sachs

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

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Quarterly reported holdings in Goldman Sachs by Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $393k 794 495.11
2024-06-30 $1.6M 3.4k 452.32
2024-03-31 $1.0M 2.5k 417.69

More positions owned by Mittelman Wealth Management

Vanguard Dividend Uit Exchange Traded (VIG)
Vanguard High Dividend Uit Exchange Traded (VYM)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Ishrs 10 Yr Invest Grade Uit Exchange Traded (IGLB)
Vanguard Ftse Emerging Uit Exchange Traded (VWO)
Ishares Trt Is 5-10 Inv Uit Exchange Traded (IGIB)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Vanguard Small Cap Etf Uit Exchange Traded (VB)
Vanguard Mid Cap Etf Uit Exchange Traded (VO)
Ishares Tr Is 1-5 Yr In Uit Exchange Traded (IGSB)
Ishares Iboxx High Yield Uit Exchange Traded (HYG)
Spdr S&p China Etf Uit Exchange Traded (GXC)
Franklin Ftse India Etf Uit Exchange Traded (FLIN)
Ishares Core S&p 500 Uit Exchange Traded (IVV)

View all positions for Mittelman Wealth Management

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