AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

GS holding history

Goldman Sachs Group Inc in every 13F filed by AE 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 overview All 13F holders of GS Full Q2 2026 holdings

Shares (Q2 2026): 48,574
Value: $49.1M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of GS by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	48,574	$49.1M	0.2%	+1,056+2.2%	Added	Holders
Q1 2026	47,518	$40.2M	0.2%	−18,476−28.0%	Reduced	Holders
Q4 2025	65,994	$58.0M	0.3%	−20,564−23.8%	Reduced	Holders
Q3 2025	86,558	$68.9M	0.4%	+4,421+5.4%	Added	Holders
Q2 2025	82,137	$58.1M	0.4%	+5,977+7.8%	Added	Holders
Q1 2025	76,160	$41.6M	0.3%	+5,119+7.2%	Added	Holders
Q4 2024	71,041	$40.7M	0.3%	+3,305+4.9%	Added	Holders
Q3 2024	67,736	$33.5M	0.3%	+8,905+15.1%	Added	Holders
Q2 2024	58,831	$26.6M	0.3%	+5,643+10.6%	Added	Holders
Q1 2024	53,188	$22.2M	0.3%	+1,314+2.5%	Added	Holders
Q4 2023	51,874	$19.6M	0.1%	+11,079+27.2%	Added	Holders
Q3 2023	40,795	$13.2M	0.1%	+4,826+13.4%	Added	Holders
Q2 2023	35,969	$11.6M	0.1%	+6,572+22.4%	Added	Holders
Q1 2023	29,397	$9.62M	0.1%	−2,443−7.7%	Reduced	Holders
Q4 2022	31,840	$10.9M	0.1%	−6,021−15.9%	Reduced	Holders
Q3 2022	37,861	$11.1M	0.1%	+499+1.3%	Added	Holders
Q2 2022	37,362	$11.1M	0.1%	−2,953−7.3%	Reduced	Holders
Q1 2022	40,315	$13.3M	0.1%	+1,959+5.1%	Added	Holders
Q4 2021	38,356	$14.7M	0.1%	+952+2.5%	Added	Holders
Q3 2021	37,404	$14.1M	0.1%	+3,346+9.8%	Added	Holders
Q2 2021	34,058	$12.9M	0.1%	+1,535+4.7%	Added	Holders
Q1 2021	32,523	$10.6M	0.1%	–	–	Holders

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