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Goldman Sachs shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Goldman Sachs

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

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Quarterly reported holdings in Goldman Sachs by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 9.8k 417.72
2023-12-31 $4.1M 11k 385.77
2023-09-30 $3.3M 10k 323.57
2023-06-30 $1.0M 3.1k 322.55