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
Download as csvQuarterly reported holdings in Goldman Sachs by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.5k | 796.26 |
| 2025-06-30 | $958k | 1.4k | 707.84 |
| 2024-12-31 | $582k | 1.0k | 572.38 |
| 2024-09-30 | $496k | 1.0k | 494.97 |
| 2024-06-30 | $383k | 848 | 452.17 |