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Congress
Dan Goldman
Congressional disclosures describe the filer and reportable household transactions, with amounts in ranges.
Source last checked 2026-10-12 01:31 UTC. Reporting dates appear with the records.
Stock growth & value
Stocks linked to collected disclosures. Prices refresh in the background; the chart shows its actual price dates.
Latest stored close
$36.63
AAGIY · 2026-10-09 · USD
Stock price change
+$0.15
+0.41% over the displayed dates
Chart dates
2025-10-14 – 2026-10-09
Completed daily price dates
Stock price · move across the chart or use arrow keys
Oct 14, 2025Oct 9, 2026
Starting investment
$10K
2025-10-14 · hypothetical
Investment value
$10K
As of 2026-10-09
Estimated gain / loss
+$41.12
+0.41%
Illustration assumes buying this stock at the first displayed close and holding through the last. It does not represent this person's investment or earnings. Uses stored split-adjusted closing prices, without dividends, fees or taxes. Only mapped USD share positions qualify for firm estimates; options, debt and unmapped holdings are excluded. This chart covers the selected stock.
Annual holdings, 2025
Disclosed value ranges from the annual report. These are not current market values.
| Asset | Disclosed range |
|---|---|
| Daniel Goldman Grandchildren 1986 Tru ⇒ Goldman 1986 TR Exchange Place ⇒ Exchange Place (Equity Only): All Cap LP [HE] | $50M – $50M |
| Daniel Goldman 12/9/2011 Trust ⇒ Gilder Gagnon Howe & Co, (J.D.) [HE] | $5M – $25M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR ALO Fund, LLC [HE] | $5M – $25M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Equity Long/Short (QP), LP [HE] | $5M – $25M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ DFA International Sustainability Core 1 Portfolio (DFSPX) [MF] | $5M – $25M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Goldman Sachs Short Duration Tax Free Fund Institutional Shares (GSDUX) [MF] | $5M – $25M |
| Daniel Goldman 12/9/2011 Trust ⇒ Exchange Place (Equity Only) All Cap LP [HE] | $1M – $5M |
| Daniel Goldman 1997 Trust ⇒ Monte Vista Opportunity Fund I LP [HE] | $1M – $5M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Absolute Return (QP), LP [HE] | $1M – $5M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Private Investment Fund-Series K, LP [HE] | $1M – $5M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund IV, LP [HE] | $1M – $5M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund VI LP [HE] | $1M – $5M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ Brokerage ⇒ EXCHANGE PLACE (EQUITY ONLY): ALL CAP LP [HE] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Tru ⇒ Special Holdings (Trust SA) ⇒ Levi Strauss & Co Class A (LEVI) [ST] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ BAIN CAPITAL SENIOR LOAN SELECT LLCCLASS A SERIES 1 [OT] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Goldman Sachs GQG Partners International Opportunities Fund Class P Shares (GGIPX) [MF] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Patient Square Equity Partners Access LLC [HE] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ REDBIRD CAPITAL PARTNERS IV AC [HE] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Tiger Global Crossover Access LLC [HE] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ VINTAGE IX B/VINTAGE REAL ESTATE PARTNERS III ACCESS LP [HE] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ BELGARD CAPITAL FUND LLC CLASS II [HE] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ CARLYLE GLOBAL INFRASTRUCTURE OPPORTUNITY FUND [HE] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA PRIVATE EQUITY VIII, L.P. [HE] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL IX, L.P. [HE] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL VIII, L.P. [HE] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL X, L.P. [HE] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA VENTURE CAPITAL XII, LP [HE] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ Stepstone VC Opportunities VI, L.P. [HE] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ UNICORN PARTNERS FUND III, LP [HE] | $1M – $5M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ WAVE EQUITY FUND II LP [HE] | $1M – $5M |
| Daniel Goldman 12/9/2011 Trust ⇒ 12 West Capital Fund LP [HE] | $500K – $1M |
| Daniel Goldman 12/9/2011 Trust ⇒ Jottshots! [HE] | $500K – $1M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Absolute Return Long Duration III, LP [HE] | $500K – $1M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ | $500K – $1M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Private Investment Fund-Series I, LP [HE] | $500K – $1M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Private Investment Fund-Series L, LP [HE] | $500K – $1M |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund VII, LP [HE] | $500K – $1M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ MP ⇒ Financial Square Government Fund FST Shares (FGTXX) [MF] | $500K – $1M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ | $500K – $1M |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ STEPSTONE VC GLOBAL PARTNERS VIII-B, L.P. [HE] | $500K – $1M |
| Daniel Goldman 12/9/2011 Trust ⇒ Cypress Point Technology Fund LP [HE] | $250K – $500K |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund II, LP [HE] | $250K – $500K |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ BBR Investments ⇒ BBR Real Assets Fund III, LP [HE] | $250K – $500K |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Master Income ⇒ Financial Square Government Fund FST Shares (FGTXX) [MF] | $250K – $500K |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ CHARLES RIVER REALTY FUND II L P [HE] | $250K – $500K |
| Trust #4 ⇒ Schwab Brokerage ⇒ BBR ALO Fund, LLC [HE] | $250K – $500K |
| Trust #4 ⇒ Schwab Brokerage ⇒ SPDR S&P 500 (SPY) [EF] | $250K – $500K |
| Daniel Goldman 1997 Trust ⇒ Monte Vista Real Estate Fund I LLC [HE] | $100K – $250K |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ Brokerage ⇒ GOLDMAN SACHS BANK USA DEPOSIT [BA] | $100K – $250K |
| Fidelity - Winston & Strawn LLP - 401k ⇒ Vanguard Target Retirement 2035 Fund (VTTHX) [MF] | $100K – $250K |
| Trust #1 ⇒ Schwab Brokerage ⇒ BBR ALO Fund, LLC [HE] | $100K – $250K |
| Trust #3 ⇒ Schwab Brokerage ⇒ BBR ALO Fund, LLC [HE] | $100K – $250K |
| Trust #3 ⇒ Schwab Brokerage ⇒ SPDR S&P 500 (SPY) [EF] | $100K – $250K |
| Trust #1 ⇒ Schwab Brokerage ⇒ SPDR S&P 500 (SPY) [EF] | $100K – $250K |
| Trust #4 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX) [MF] | $50K – $100K |
| Trust #2 ⇒ Schwab Brokerage ⇒ SPDR S&P 500 (SPY) [EF] | $50K – $100K |
| Daniel Goldman 1997 Trust ⇒ Financial Square Government Fund FST Shares (FGTXX) [MF] | $15K – $50K |
| Daniel Goldman 1997 Trust ⇒ Presidio NCD III LP [HE] | $15K – $50K |
| Daniel Goldman 1997 Trust ⇒ Presidio Northgate PEP II LP [HE] | $15K – $50K |
| Daniel Goldman 1997 Trust ⇒ Stevenson Street H.I.G. II LP [HE] | $15K – $50K |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Master Income ⇒ Goldman Sachs - Cash [BA] | $15K – $50K |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ LUXOR CAPITAL PARTNERS LIQUIDATING SPV, LLC [HE] | $15K – $50K |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ LUXOR CAPITAL PARTNERS, LP [HE] | $15K – $50K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Citigroup, Inc. (C) [ST] | $15K – $50K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Meta Platforms, Inc. - Class A (META) [ST] | $15K – $50K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Morgan Stanley Bank NA [BA] | $15K – $50K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Trane Technologies plc (TT) [ST] | $15K – $50K |
| Trust #1 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX) [MF] | $15K – $50K |
| Trust #2 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX) [MF] | $15K – $50K |
| Trust #3 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX) [MF] | $15K – $50K |
| Trust #3 ⇒ Schwab Brokerage ⇒ Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class I (MSAQX) [MF] | $15K – $50K |
| Trust #4 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) [MF] | $15K – $50K |
| Trust #4 ⇒ Schwab Brokerage ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) [MF] | $15K – $50K |
| Trust #4 ⇒ Schwab Brokerage ⇒ Vanguard Limited-Term Tax-Exempt Fd Admiral Shs (VMLUX) [MF] . | $15K – $50K |
| Daniel Goldman 12/9/2011 Trust ⇒ Goldman Sachs Bank USA Deposit [BA] | $1K – $15K |
| Daniel Goldman 1997 Trust ⇒ Avantor, Inc. (AVTR) [ST] | $1K – $15K |
| Daniel Goldman 1997 Trust ⇒ Northern Trust - Money Market [BA] | $1K – $15K |
| Daniel Goldman 1997 Trust ⇒ Taboola.com Ltd. - Ordinary Shares (TBLA) [ST] | $1K – $15K |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA INTERNATIONAL PARTNERS, L.P. [HE] | $1K – $15K |
| Daniel Goldman Grandchildren 1986 Trust ⇒ TR Holdings ⇒ HIGHVISTA PRIVATE EQUITY III, L.P. [HE] | $1K – $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Affiliated Managers Group, Inc. (AMG) [ST] | $1K – $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Allegion plc Ordinary Shares (ALLE) [ST] | $1K – $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | $1K – $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Bank of America Corporation (BAC) [ST] | $1K – $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Energy Transfer LP Common Units (ET) [ST] | $1K – $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Ingersoll Rand Inc. (IR) [ST] | $1K – $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Mondelez International, Inc. - Class A (MDLZ) [ST] | $1K – $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Morgan Stanley (MS) [ST] | $1K – $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ | $1K – $15K |
| E*Trade (Morgan Stanley) - Brokerage ⇒ Walmart Inc. (WMT) [ST] | $1K – $15K |
| JPM IRA ⇒ The AB Portfolios - AB Balanced Wealth Strategy - Class A (ABWAX) [MF] | $1K – $15K |
| Trust #1 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) [MF] | $1K – $15K |
| Trust #1 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX) [MF] | $1K – $15K |
| Trust #1 ⇒ Schwab Brokerage ⇒ Schwab-Cash [BA] | $1K – $15K |
| Trust #1 ⇒ Schwab Brokerage ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) [MF] | $1K – $15K |
| Trust #1 ⇒ Schwab Brokerage ⇒ Vanguard Limited-Term Tax-Exempt Fd Admiral Shs (VMLUX) [MF] | $1K – $15K |
| Trust #2 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) [MF] | $1K – $15K |
| Trust #2 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX) [MF] | $1K – $15K |
| Trust #2 ⇒ Schwab Brokerage ⇒ Schwab-Cash [BA] | $1K – $15K |
| Trust #2 ⇒ Schwab Brokerage ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) [MF] | $1K – $15K |
| Trust #2 ⇒ Schwab Brokerage ⇒ Vanguard Limited-Term Tax-Exempt Fd Admiral Shs (VMLUX) [MF] | $1K – $15K |
| Trust #3 ⇒ Schwab Brokerage ⇒ BlackRock Strategic Income Opportunities Portfolio - Institutional (BSIIX) [MF] | $1K – $15K |
| Trust #3 ⇒ Schwab Brokerage ⇒ Schwab-Cash [BA] | $1K – $15K |
| Trust #3 ⇒ Schwab Brokerage ⇒ Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs (VWIUX) [MF] | $1K – $15K |
| Trust #3 ⇒ Schwab Brokerage ⇒ Vanguard Limited-Term Tax-Exempt Fd Admiral Shs (VMLUX) [MF] | $1K – $15K |
| Trust #4 ⇒ Schwab Brokerage ⇒ Fidelity Japan Fund (FJPNX) [MF] | $1K – $15K |
| Trust #4 ⇒ Schwab Brokerage ⇒ Schwab-Cash [BA] | $1K – $15K |
| Daniel Goldman 12/9/2011 Trust ⇒ Schwab - Money Market Fund [BA] | $1 – $1K |
| Daniel Goldman 1997 Trust ⇒ Vantagepoint Venture Ptrs IV, LP [HE] | Not specified |
| Daniel Goldman 1997 Trust ⇒ Village Roadshow Entertainment Group [PS] | Not specified |
| Daniel Goldman 1997 Trust ⇒ DSG Investment Holdings LLC ⇒ Brokerage ⇒ S&P Global Inc. (SPGI) [ST] | Not specified |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Investment Advisory ⇒ Goldman Sachs Municipal Income Fund Institutional Shares (GSMTX) [MF] | Not specified |
| Daniel Goldman Grandchildren 1986 Trust ⇒ Non-US EQ ⇒ Artisan: Dynamic Equity (Non-US Equity) [Series] [OT] | Not specified |
| Trust #2 ⇒ Schwab Brokerage ⇒ | Not specified |
| BBR ALO Fund, LLC [HE] | Not specified |