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Goldman Sachs shares owned by Waterloo Capital

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $548k 688 796.00
2025-06-30 $518k 732 708.07
2025-03-31 $272k 499 545.79
2024-12-31 $239k 418 572.32

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Wal-Mart Stores (WMT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

View all positions for Waterloo Capital

Top funds holding Goldman Sachs

Vanguard Group
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State Street Corporation
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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

View all funds holding Goldman Sachs