The Goldman Sachs Group, Inc.
MX ˙ BMV ˙ US38141G1040
SecurityMX:GS / The Goldman Sachs Group, Inc.
InstitutionGradient Investments LLC
Latest Disclosed Ownership70,105 shares
Latest Disclosed Value $ 59,307,769
Gradient Investments LLC reports 3.79% decrease in ownership of GS / The Goldman Sachs Group, Inc.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 70,105 shares of The Goldman Sachs Group, Inc. (MX:GS) valued at $59,307,769 USD as of March 31, 2026.

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)
2026-04-13 2026-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 70,105 -2,759 -3.79 59,308 -7.40 0.9188
2026-01-08 2025-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 72,864 -2,256 -3.00 64,048 7.06 1.0167
2025-10-06 2025-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 75,120 -2,084 -2.70 59,822 9.48 0.9988
2025-07-08 2025-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 77,204 -6,503 -7.77 54,641 19.49 0.9989
2025-04-09 2025-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 83,707 7,286 9.53 45,728 4.50 0.9224
2025-01-21 2024-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 76,421 -523 -0.68 43,760 14.87 0.8862
2024-10-15 2024-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 76,944 -11,124 -12.63 38,096 -4.37 0.7939
2024-07-18 2024-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 88,068 -3,328 -3.64 39,835 4.35 0.8946
2024-04-23 2024-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 91,396 -3,678 -3.87 38,175 4.09 0.8853
2024-01-18 2023-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 95,074 8 0.01 36,677 19.23 0.8869
2023-10-27 2023-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 95,066 1,953 2.10 30,760 2.42 0.8119
2023-07-11 2023-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 93,113 -2,688 -2.81 30,033 -4.16 0.7734
2023-04-17 2023-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 95,801 52,173 119.59 31,337 109.18 0.8544
2023-01-10 2022-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 43,628 -15,622 -26.37 14,981 -13.72 0.4722
2022-10-14 2022-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 59,250 -5,039 -7.84 17,363 -9.07 0.5311
2022-07-11 2022-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 64,289 28,421 79.24 19,095 61.28 0.5575
2022-05-26 2022-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 35,868 7,784 27.72 11,840 10.20 0.3042
2022-01-12 2021-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 28,084 -30 -0.11 10,744 1.09 0.2724
2021-10-18 2021-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 28,114 6,655 31.01 10,628 30.50 0.2978
2021-07-12 2021-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 21,459 586 2.81 8,144 19.33 0.2383
2021-04-21 2021-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 20,873 -2,294 -9.90 6,825 46.59 0.2219
2021-01-08 2020-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 23,167 -146 -0.63 4,656 -0.62 0.1976
2020-10-06 2020-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 23,313 6,334 37.30 4,685 39.64 0.1968
2020-07-10 2020-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 16,979 1,973 13.15 3,355 44.61 0.1530
2020-04-07 2020-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 15,006 4,917 48.74 2,320 0.00 0.1250
2020-01-15 2019-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 10,089 4,148 69.82 2,320 88.46 0.1033
2019-10-10 2019-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 5,941 1,201 25.34 1,231 26.91 0.0603
2019-07-16 2019-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 4,740 3,776 391.70 970 424.32 0.0498
2019-04-11 2019-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 964 861 835.92 185 988.24 0.0120
2019-01-18 2018-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 103 73 243.33 17 142.86 0.0010
2018-10-11 2018-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 30 30 7 0.0004
2018-08-09 2018-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 0 -16 -100.00 0 -100.00
2018-04-10 2018-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 16 -12 -42.86 4 -42.86 0.0002
2018-02-07 2017-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 28 28 7 0.0004
2017-07-19 2017-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 0 -1 -100.00 0 0.0000
2017-04-11 2017-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 1 0 0.00 0 0.0000
2017-01-17 2016-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 1 1 0.00 0 0.0000
2016-04-13 2016-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 0 -15 -100.00 0 -100.00
2016-01-19 2015-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 15 15 3 0.0004
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.