Goldman Sachs shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Goldman Sachs
Tip: Access up to 7 years of quarterly data
All positions including Goldman Sachs held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Goldman Sachs by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 6.8k | 796.35 |
| 2025-06-30 | $3.8M | 5.4k | 707.72 |
| 2025-03-31 | $2.9M | 5.3k | 546.25 |
| 2024-12-31 | $3.4M | 6.0k | 572.54 |
| 2024-09-30 | $2.7M | 5.4k | 495.07 |
| 2024-06-30 | $3.7M | 8.2k | 452.35 |
| 2024-03-31 | $3.5M | 8.4k | 417.71 |
| 2023-09-30 | $2.8M | 8.7k | 323.58 |
| 2023-06-30 | $2.8M | 8.7k | 322.55 |
| 2023-03-31 | $3.0M | 9.1k | 327.12 |
| 2022-12-31 | $3.2M | 9.3k | 343.39 |
| 2022-09-30 | $2.8M | 9.4k | 293.03 |
| 2022-06-30 | $2.7M | 9.2k | 297.07 |
| 2022-03-31 | $2.5M | 7.6k | 330.08 |
| 2021-12-31 | $3.0M | 7.9k | 382.49 |
| 2021-09-30 | $2.9M | 7.7k | 378.08 |
| 2021-06-30 | $1.7M | 4.5k | 379.43 |
| 2021-03-31 | $1.5M | 4.5k | 327.06 |
| 2020-12-31 | $1.2M | 4.7k | 263.80 |
| 2020-09-30 | $727k | 3.6k | 201.05 |
| 2020-06-30 | $636k | 3.2k | 197.58 |
| 2020-03-31 | $232k | 1.5k | 154.56 |
| 2018-09-30 | $126k | 544 | 231.62 |
| 2018-06-30 | $219k | 995 | 220.10 |
| 2018-03-31 | $250k | 993 | 251.76 |
More positions owned by Mount Yale Investment Advisors
View all positions for Mount Yale Investment Advisors