GOLDMAN SACHS GROUP INC · CUSIP 38141G104 · CIK 1729869
As of 2026-06-30, Allied Investment Advisors, LLC reported 20.55K GS (shares), valued at $20.78M, or 2.61% of its reported non-derivative portfolio. Filed 2026-07-20.
Verify history & sources →Shares decreased 1.07%; reported value increased 18.27%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.61% | 20,549 | SEC filing ↗Filed Jul 20, 2026 |
| Q1 2026 | 2.52% | 20,771 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 2.90% | 21,339 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 2.76% | 21,786 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 2.74% | 22,176 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 2.29% | 22,105 | SEC filing ↗Filed Apr 8, 2025 |
| Q4 2024 | 2.52% | 21,877 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 2.26% | 23,086 | SEC filing ↗Filed Oct 4, 2024 |
| Q2 2024 | 2.45% | 23,109 | SEC filing ↗Filed Jul 12, 2024 |
| Q1 2024 | 2.34% | 23,223 | SEC filing ↗Filed Apr 11, 2024 |
| Q4 2023 | 2.35% | 22,433 | SEC filing ↗Filed Jan 10, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.35% | 22,433 | $8.65M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 2.34% | 23,223 | $9.70M | Shares increased 3.52%; reported value increased 12.09%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2024 |
| Q2 2024 | 2.45% | 23,109 | $10.45M | Shares decreased 0.49%; reported value increased 7.76%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 12, 2024 |
| Q3 2024 | 2.26% | 23,086 | $11.43M | Shares decreased 0.10%; reported value increased 9.35%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 4, 2024 |
| Q4 2024 | 2.52% | 21,877 | $12.53M | Shares decreased 5.24%; reported value increased 9.60%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 2.29% | 22,105 | $12.08M | Shares increased 1.04%; reported value decreased 3.60%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2025 |
| Q2 2025 | 2.74% | 22,176 | $15.70M | Shares increased 0.32%; reported value increased 29.97%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 2.76% | 21,786 | $17.35M | Shares decreased 1.76%; reported value increased 10.54%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 2.90% | 21,339 | $18.76M | Shares decreased 2.05%; reported value increased 8.11%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 2.52% | 20,771 | $17.57M | Shares decreased 2.66%; reported value decreased 6.32%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 2.61% | 20,549 | $20.78M | Shares decreased 1.07%; reported value increased 18.27%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 20, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.