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Goldman Sachs shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Goldman Sachs by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $496k 1.0k 494.97
2024-06-30 $383k 848 452.17

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Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Sax Wealth Advisors

Top funds holding Goldman Sachs

Vanguard Group
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T. Rowe Price Associates
Bank of New York Mellon
Massachusetts Financial Services
Citadel Advisors
Susquehanna International
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View all funds holding Goldman Sachs