The Goldman Sachs Group, Inc.
MX ˙ BMV ˙ US38141G1040
SecurityMX:GS / The Goldman Sachs Group, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership47,518 shares
Latest Disclosed Value $ 40,199,589
AE Wealth Management LLC reports 28.00% decrease in ownership of GS / The Goldman Sachs Group, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 47,518 shares of The Goldman Sachs Group, Inc. (MX:GS) valued at $40,199,589 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 65,994 shares of The Goldman Sachs Group, Inc.. This represents a change in shares of -28.00% 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 47,518 -18,476 -28.00 40,200 -30.70 0.0064
2026-01-26 2025-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 65,994 -20,564 -23.76 58,011 -15.84 0.3330
2025-11-03 2025-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 86,558 4,421 5.38 68,931 18.57 0.4394
2025-08-06 2025-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 82,137 5,977 7.85 58,133 39.73 0.4249
2025-05-06 2025-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 76,160 5,119 7.21 41,604 2.27 0.3499
2025-02-13 2024-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 71,041 3,305 4.88 40,680 21.30 0.3451
2024-11-14 2024-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 67,736 8,905 15.14 33,537 26.03 0.3042
2024-08-12 2024-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 58,831 5,643 10.61 26,611 19.78 0.2662
2024-05-15 2024-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 53,188 1,314 2.53 22,216 13.36 0.2511
2024-02-14 2023-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 51,874 11,079 27.16 19,597 48.47 0.1001
2023-10-11 2023-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 40,795 4,826 13.42 13,200 13.77 0.0789
2023-07-10 2023-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 35,969 6,572 22.36 11,601 20.64 0.0697
2023-04-14 2023-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 29,397 -2,443 -7.67 9,616 -12.05 0.0619
2023-01-31 2022-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 31,840 -6,021 -15.90 10,933 -1.46 0.0791
2022-10-25 2022-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 37,861 499 1.34 11,095 -0.02 0.0880
2022-08-03 2022-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 37,362 -2,953 -7.32 11,097 -16.61 0.0888
2022-04-18 2022-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 40,315 1,959 5.11 13,308 -9.30 0.0913
2022-01-20 2021-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 38,356 952 2.55 14,673 3.77 0.1023
2021-11-01 2021-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 37,404 3,346 9.82 14,140 9.39 0.1165
2021-07-21 2021-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 34,058 1,535 4.72 12,926 21.54 0.1129
2021-04-27 2021-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 32,523 -2,039 -5.90 10,635 16.69 0.1074
2021-02-01 2020-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 34,562 7,571 28.05 9,114 68.03 0.1034
2020-11-06 2020-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 26,991 5,435 25.21 5,424 27.32 0.0774
2020-08-05 2020-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 21,556 17,350 412.51 4,260 555.38 0.0658
2020-05-07 2020-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 4,206 2,790 197.03 650 99.39 0.0149
2020-01-15 2019-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,416 235 19.90 326 33.06 0.0071
2019-11-05 2019-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,181 -263 -18.21 245 -16.95 0.0071
2019-07-22 2019-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,444 201 16.17 295 23.43 0.0089
2019-05-14 2019-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,243 1,243 239 0.0166
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.