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Livermore
Livermore
ZHEN

Moser Wealth Advisors, LLC

SEC CIK
0001803081
Latest filing
Jul 31, 2025

GS holding history

Goldman Sachs Group Inc in every 13F filed by Moser Wealth Advisors, 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 2025 holdings

Shares (Q2 2025)
1,868
Value
$1.32M
% of portfolio
0.6%
Quarters held
16
Since Q2 2021
Holdings of GS by Moser Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20251,868$1.32M0.6%−2−0.1%ReducedHolders
Q1 20251,870$1.02M0.5%+52+2.9%AddedHolders
Q4 20241,818$1.04M0.5%00.0%UnchangedHolders
Q3 20241,818$900.1K0.5%00.0%UnchangedHolders
Q2 20241,818$822.3K0.4%−75−4.0%ReducedHolders
Q1 20241,893$790.7K0.4%00.0%UnchangedHolders
Q4 20231,893$730.3K0.5%−446−19.1%ReducedHolders
Q3 20232,339$756.8K0.5%−149−6.0%ReducedHolders
Q2 20232,488$802.5K0.5%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20222,543$873.2K0.7%−55−2.1%ReducedHolders
Q3 20222,598$761.0K0.6%00.0%UnchangedHolders
Q2 20222,598$772.0K0.6%+145+5.9%AddedHolders
Q1 20222,453$810.0K0.5%+838+51.9%AddedHolders
Q4 20211,615$618.0K0.4%+395+32.4%AddedHolders
Q3 20211,220$461.0K0.3%+255+26.4%AddedHolders
Q2 2021965$366.0K0.2%+965NewHolders