GPIX — GOLDMAN SACHS

Ownership history in Integrated Wealth Concepts LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in GOLDMAN SACHS (GPIX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 3,972 — — 0.00% $207K $50.05
% of Fund (quarterly)    GPIX price (monthly, adj. close)

Other funds also holding GPIX

As of 2025 Q4 — sorted by position size

Requisite Capital Management, LLC 3Y 22.75% SK Wealth Management, LLC 12.96% Eaton Financial Holdings Company, LLC 12.26% Cornerstone Advisory, LLC 3Y 7Y 6.73% Boyce & Associates Wealth Consulting, Inc. 3Y 5.13% McCarthy & Cox 4.8% Northeast Financial Group, Inc. 3.86% American Alpha Advisors, LLC 3.43% Hilton Capital Management, LLC 3Y 7Y 3.03% KINTRA WEALTH, LLC 3Y 3.01%
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