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Goldman Sachs shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Goldman Sachs by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $515k 647 796.04
2025-06-30 $359k 483 743.00
2025-03-31 $236k 465 507.62
2024-12-31 $237k 414 573.01

More positions owned by Twin Peaks Wealth Advisors

Apple Stock (AAPL)
Meta Platforms Inc Cl A Stock (META)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Nvidia Corporation Stock (NVDA)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Value Etf Etf (IVE)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)

View all positions for Twin Peaks Wealth Advisors

Top funds holding Goldman Sachs

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Fisher Investments
Susquehanna International
Citadel Advisors
Capital World Investors
FMR
Northern Trust
Bank of New York Mellon
Invesco
UBS Group
Ubs Global Asset Management Americas

View all funds holding Goldman Sachs