The Goldman Sachs Group, Inc.
MX ˙ BMV ˙ US38141G1040
SecurityMX:GS / The Goldman Sachs Group, Inc.
InstitutionPersonal Cfo Solutions, Llc
Latest Disclosed Ownership2,395 shares
Latest Disclosed Value $ 2,026,483
Personal Cfo Solutions, Llc reports 11.98% decrease in ownership of GS / The Goldman Sachs Group, Inc.

On April 30, 2026 - Personal Cfo Solutions, Llc filed a 13F-HR form disclosing ownership of 2,395 shares of The Goldman Sachs Group, Inc. (MX:GS) valued at $2,026,483 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 2,721 shares of The Goldman Sachs Group, Inc.. This represents a change in shares of -11.98% 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)
2026-04-30 2026-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,395 -326 -11.98 2,026 -15.27 0.2846
2026-01-22 2025-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,721 73 2.76 2,391 13.43 0.3797
2025-11-10 2025-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,648 -40 -1.49 2,109 10.83 0.3700
2025-08-12 2025-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,688 -430 -13.79 1,902 11.69 0.3519
2025-04-30 2025-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 3,118 143 4.81 1,703 0.00 0.3458
2025-02-07 2024-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,975 246 9.01 1,703 26.15 0.3352
2024-11-14 2024-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,729 6 0.22 1,351 9.67 0.1887
2024-08-09 2024-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,723 480 21.40 1,232 31.38 0.1893
2024-05-13 2024-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,243 -354 -13.63 937 -6.49 0.1462
2024-02-13 2023-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,597 209 8.75 1,002 29.79 0.1735
2023-11-13 2023-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,388 24 1.02 773 1.31 0.1527
2023-08-10 2023-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,364 -181 -7.11 763 -8.41 0.1548
2023-05-09 2023-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,545 275 12.11 833 -2.46 0.1719
2023-02-14 2022-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,270 -56 -2.41 853 25.07 0.1806
2022-11-01 2022-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,326 -79 -3.28 682 -4.48 0.1713
2022-08-05 2022-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,405 -68 -2.75 714 -12.50 0.1675
2022-05-02 2022-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,473 -597 -19.45 816 -30.49 0.1609
2022-02-11 2021-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 3,070 527 20.72 1,174 22.16 0.2198
2021-11-18 2021-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,543 -116 -4.36 961 -4.76 0.1969
2021-07-22 2021-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,659 143 5.68 1,009 22.60 0.2066
2021-04-21 2021-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,516 9 0.36 823 24.51 0.1779
2021-02-09 2020-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,507 238 10.49 661 0.1636
2020-11-02 2020-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,269 29 1.29 0 -100.00
2020-08-03 2020-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,240 81 3.75 443 32.63 0.1311
2020-04-30 2020-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,159 104 5.06 334 -29.39 0.1200
2020-02-13 2019-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,055 0 0.00 473 11.03 0.1355
2019-11-13 2019-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,055 2,055 426 0.1697
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.