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Livermore
Livermore
ZHEN

Circle Wealth Management, LLC

SEC CIK
0001578242
Latest filing
Aug 12, 2026

GS holding history

Goldman Sachs Group Inc in every 13F filed by Circle Wealth Management, 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)
20,585
Value
$20.8M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of GS by Circle Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,585$20.8M0.3%+70.0%AddedHolders
Q1 202620,578$17.4M0.2%+10.0%AddedHolders
Q4 202520,577$18.1M0.3%−2,750−11.8%ReducedHolders
Q3 202523,327$18.6M0.4%+10.0%AddedHolders
Q2 202523,326$16.5M0.4%+399+1.7%AddedHolders
Q1 202522,927$12.5M0.3%−491−2.1%ReducedHolders
Q4 202423,418$13.4M0.3%+130+0.6%AddedHolders
Q3 202423,288$11.5M0.3%−684−2.9%ReducedHolders
Q2 202423,972$10.8M0.3%−1,443−5.7%ReducedHolders
Q1 202425,415$10.6M0.3%+23+0.1%AddedHolders
Q4 202325,392$9.80M0.2%−7,111−21.9%ReducedHolders
Q3 202332,503$8.69M0.2%+47+0.1%AddedHolders
Q2 202332,456$8.65M1.1%−133−0.4%ReducedHolders
Q1 202332,589$8.82M1.3%−525−1.6%ReducedHolders
Q4 202233,114$9.44M1.5%−26−0.1%ReducedHolders
Q3 202233,140$8.07M1.3%+31+0.1%AddedHolders
Q2 202233,109$8.18M1.3%+180+0.5%AddedHolders
Q1 202232,929$9.07M1.2%+747+2.3%AddedHolders
Q4 202132,182$10.2M1.3%+56+0.2%AddedHolders
Q3 202132,126$10.1M1.5%−2,140−6.2%ReducedHolders
Q2 202134,266$10.2M1.5%+7,848+29.7%AddedHolders
Q1 202126,418$8.64M1.4%––Holders

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