The Goldman Sachs Group, Inc.
MX ˙ BMV ˙ US38141G1040
SecurityMX:GS / The Goldman Sachs Group, Inc.
InstitutionRMR Wealth Builders
Latest Disclosed Ownership5,058 shares
Latest Disclosed Value $ 4,278,634
RMR Wealth Builders reports 12.90% increase in ownership of GS / The Goldman Sachs Group, Inc.

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 5,058 shares of The Goldman Sachs Group, Inc. (MX:GS) valued at $4,278,634 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 4,480 shares of The Goldman Sachs Group, Inc.. This represents a change in shares of 12.90% 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)
2026-04-22 2026-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 5,058 578 12.90 4,279 8.66 0.3369
2026-01-29 2025-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 4,480 650 16.97 3,938 29.12 0.3150
2025-11-05 2025-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 3,830 -184 -4.58 3,050 7.32 0.2552
2025-07-08 2025-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 4,014 -19 -0.47 2,841 28.96 0.2582
2025-04-16 2025-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 4,033 134 3.44 2,203 -1.30 0.2319
2025-01-14 2024-12-31 13F/A-1 GOLDMAN SACHS GROUP COM 38141G104 3,899 286 7.92 2,232 24.83 0.2307
2025-01-10 2024-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 3,899 286 2,232 0.2321
2024-10-21 2024-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 3,613 181 5.27 1,789 15.21 0.1895
2024-07-23 2024-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 3,432 363 11.83 1,552 21.06 0.1781
2024-04-15 2024-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 3,069 487 18.86 1,282 28.71 0.1550
2024-02-06 2023-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,582 612 31.07 996 56.36 0.1399
2023-10-23 2023-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,970 1,349 217.23 637 218.50 0.1018
2023-07-21 2023-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 621 621 200 0.0341
2021-08-13 2021-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 0 -142 -100.00 0 -100.00
2021-05-13 2021-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 142 45 46.39 46 76.92 0.0120
2021-02-26 2020-12-31 13F/A-1 GOLDMAN SACHS GROUP COM 38141G104 97 97 26 0.0128
2020-08-19 2020-06-30 13F GOLDMAN SACHS GROUP INC COM USD0.01 COM 38141G104 0 -901 -100.00 0 -100.00
2020-03-03 2019-12-31 13F GOLDMAN SACHS GROUP INC COM USD0.01 COM 38141G104 901 901 207 0.1994
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.