The Goldman Sachs Group, Inc.
MX ˙ BMV ˙ US38141G1040
SecurityMX:GS / The Goldman Sachs Group, Inc.
Institution49 Wealth Management, Llc
Latest Disclosed Ownership1,588 shares
Latest Disclosed Value $ 1,343,791
49 Wealth Management, Llc reports 21.07% decrease in ownership of GS / The Goldman Sachs Group, Inc.

On May 13, 2026 - 49 Wealth Management, Llc filed a 13F-HR form disclosing ownership of 1,588 shares of The Goldman Sachs Group, Inc. (MX:GS) valued at $1,343,791 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 2,012 shares of The Goldman Sachs Group, Inc.. This represents a change in shares of -21.07% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,588 -424 -21.07 1,344 -24.04 0.1006
2026-02-04 2025-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,012 199 10.98 1,769 22.52 0.1439
2025-11-12 2025-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,813 84 4.86 1,443 17.99 0.1361
2025-08-07 2025-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,729 193 12.57 1,224 45.77 0.1303
2025-04-30 2025-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,536 450 41.44 839 34.89 0.1011
2025-02-18 2024-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,086 64 6.26 622 23.17 0.0886
2024-11-12 2024-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,022 -37 -3.49 506 2.85 0.0824
2024-07-30 2024-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,059 314 42.15 491 59.42 0.0968
2024-05-07 2024-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 745 11 1.50 308 8.83 0.0661
2024-05-07 2023-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 734 734 283 0.0728
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.