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Goldman Sachs shares owned by Palo Alto Wealth Advisors

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

Historical chart of Palo Alto Wealth Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Goldman Sachs by Palo Alto Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $478k 590 810.31
2025-06-30 $408k 577 707.75
2025-03-31 $344k 569 603.81
2024-12-31 $319k 557 572.62