GOLDMAN SACHS GROUP INC JULZ β€” LISTED FD TR

Ownership history in GOLDMAN SACHS GROUP INC  Β·  2 quarters on record

AI Ownership Summary

GOLDMAN SACHS GROUP INC reported LISTED FD TR (JULZ) in 2 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows JULZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JULZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GOLDMAN SACHS GROUP INC's position in LISTED FD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

JULZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How GOLDMAN SACHS GROUP INC held JULZ β€” position size vs. price
% of Fund (quarterly)    JULZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED β€” β€” β€” 10,000 +12 +0.1% 0.00% $464K 2025-11-14 (Est.) $41.68
2024 Q3 INITIATED β€” β€” β€” 9,988 β€” β€” 0.00% $422K 2024-11-14 $37.60

FAQ About GOLDMAN SACHS GROUP INC and JULZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has GOLDMAN SACHS GROUP INC reported owning JULZ?

GOLDMAN SACHS GROUP INC reported JULZ across 2 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported JULZ position in GOLDMAN SACHS GROUP INC's portfolio?

The largest reported portfolio weight for JULZ was 0.00% in 2024 Q3.

What is the latest reported JULZ position on this page?

The most recent filing on this page is 2025 Q3, when GOLDMAN SACHS GROUP INC reported 10,000 shares, equal to 0.00% of portfolio, with an estimated market value of $464K.

What does the chart on this JULZ ownership page compare?

The chart compares GOLDMAN SACHS GROUP INC's quarterly JULZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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