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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Gradient Investments LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GS overviewAll 13F holders of GSFull Q2 2026 holdings

Shares (Q2 2026)
70,680
Value
$71.5M
% of portfolio
1.0%
Quarters held
22
Since Q1 2021
Holdings of GS by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202670,680$71.5M1.0%+575+0.8%AddedHolders
Q1 202670,105$59.3M0.9%−2,759−3.8%ReducedHolders
Q4 202572,864$64.0M1.0%−2,256−3.0%ReducedHolders
Q3 202575,120$59.8M1.0%−2,084−2.7%ReducedHolders
Q2 202577,204$54.6M1.0%−6,503−7.8%ReducedHolders
Q1 202583,707$45.7M0.9%+7,286+9.5%AddedHolders
Q4 202476,421$43.8M0.9%−523−0.7%ReducedHolders
Q3 202476,944$38.1M0.8%−11,124−12.6%ReducedHolders
Q2 202488,068$39.8M0.9%−3,328−3.6%ReducedHolders
Q1 202491,396$38.2M0.9%−3,678−3.9%ReducedHolders
Q4 202395,074$36.7M0.9%+80.0%AddedHolders
Q3 202395,066$30.8M0.8%+1,953+2.1%AddedHolders
Q2 202393,113$30.0M0.8%−2,688−2.8%ReducedHolders
Q1 202395,801$31.3M0.9%+52,173+119.6%AddedHolders
Q4 202243,628$15.0M0.5%−15,622−26.4%ReducedHolders
Q3 202259,250$17.4M0.5%−5,039−7.8%ReducedHolders
Q2 202264,289$19.1M0.6%+28,421+79.2%AddedHolders
Q1 202235,868$11.8M0.3%+7,784+27.7%AddedHolders
Q4 202128,084$10.7M0.3%−30−0.1%ReducedHolders
Q3 202128,114$10.6M0.3%+6,655+31.0%AddedHolders
Q2 202121,459$8.14M0.2%+586+2.8%AddedHolders
Q1 202120,873$6.83M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.