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
Download as csvQuarterly 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 |