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Goldman Sachs shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 2.2k 796.35
2025-06-30 $1.5M 2.1k 707.76
2025-03-31 $1.2M 2.2k 546.35
2023-06-30 $5.5k 17 322.53
2023-03-31 $5.6k 17 327.12

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View all positions for WealthPlan Investment Management

Top funds holding Goldman Sachs

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
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