GPS Wealth Strategies Group, LLC GBIL — GOLDMAN SACHS

Ownership history in GPS Wealth Strategies Group, LLC  ·  12 quarters on record

AI Ownership Summary

GPS Wealth Strategies Group, LLC reported GOLDMAN SACHS (GBIL) in 12 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.29% in 2025 Q4. The latest visible filing shows GBIL at 1.29% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GBIL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GPS Wealth Strategies Group, LLC's position in GOLDMAN SACHS, 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 Q4

GBIL was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.29% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

GBIL stock page GPS Wealth Strategies Group, LLC fund profile GPS Wealth Strategies Group, LLC full holdings
How GPS Wealth Strategies Group, LLC held GBIL — position size vs. price
% of Fund (quarterly)    GBIL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 15,150 +14,247 +1577.7% 1.29% $1.5M 2026-02-14 (Est.) $98.63
2025 Q3 ADDED — — — 903 +2 +0.2% 0.01% $91K 2025-11-03 $97.58
2025 Q2 REDUCED 55.1% +1.1% ❌ 901 -1,104 -55.1% 0.01% $90K 2025-08-05 $96.58
2025 Q1 REDUCED — — — 2,005 -102 -4.8% 0.03% $201K 2025-04-15 $95.38
2024 Q4 REDUCED 20.6% +0.9% ❌ 2,107 -547 -20.6% 0.03% $211K 2025-01-24 $94.53
2024 Q3 REDUCED 59.9% +1.1% ❌ 2,654 -3,966 -59.9% 0.04% $266K 2024-10-29 $93.50
2024 Q2 REDUCED 20.9% +1.5% ❌ 6,620 -1,753 -20.9% 0.10% $663K 2024-07-16 $92.10
2024 Q1 REDUCED 87.4% +0.5% ❌ 8,373 -58,181 -87.4% 0.14% $845K 2024-04-30 $91.05
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GBIL

As of 2026 Q2 — sorted by position size

Cohalo Advisory LLC 12.78% Pathway Financial Advisors LLC 3Y 7Y 10.29% Nicholson Meyer Capital Management, Inc. 5.21% BLUE SQUARE ASSET MANAGEMENT, LLC 3Y 4.8% Financial & Tax Architects, LLC 3Y 3.03% Wilkerson Advisory Group LLC 2.61% North Forty Two & Co. 2.58% GUIDANCE CAPITAL, INC 2.53% Spartan Planning & Wealth Management 3Y 2.19% MADDEN SECURITIES Corp 3Y 2.18%

FAQ About GPS Wealth Strategies Group, LLC and GBIL

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

How long has GPS Wealth Strategies Group, LLC reported owning GBIL?

GPS Wealth Strategies Group, LLC reported GBIL across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported GBIL position in GPS Wealth Strategies Group, LLC's portfolio?

The largest reported portfolio weight for GBIL was 1.29% in 2025 Q4.

What is the latest reported GBIL position on this page?

The most recent filing on this page is 2025 Q4, when GPS Wealth Strategies Group, LLC reported 15,150 shares, equal to 1.29% of portfolio, with an estimated market value of $1.5M.

What does the chart on this GBIL ownership page compare?

The chart compares GPS Wealth Strategies Group, LLC's quarterly GBIL 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.

How well did GPS Wealth Strategies Group, LLC time their GBIL position?

Based on 13F filing dates vs. subsequent GBIL price moves, GPS Wealth Strategies Group, LLC correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on GBIL relative to SPY over the holding period was -13.3%.

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