The Goldman Sachs Group, Inc.
MX ˙ BMV ˙ US38141G1040
SecurityMX:GS / The Goldman Sachs Group, Inc.
InstitutionViawealth, Llc
Latest Disclosed Ownership511 shares
Latest Disclosed Value $ 432,248
Viawealth, Llc reports 0.39% increase in ownership of GS / The Goldman Sachs Group, Inc.

On May 11, 2026 - Viawealth, Llc filed a 13F-HR form disclosing ownership of 511 shares of The Goldman Sachs Group, Inc. (MX:GS) valued at $432,248 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)
2026-05-11 2026-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 511 2 0.39 432 -3.36 0.2406
2026-02-10 2025-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 509 -68 -11.79 448 -2.61 0.2517
2025-11-12 2025-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 577 48 9.07 459 22.73 0.2509
2025-08-12 2025-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 529 1 0.19 374 29.86 0.2214
2025-05-07 2025-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 528 10 1.93 288 -2.70 0.1780
2025-02-11 2024-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 518 -27 -4.95 297 10.04 0.1792
2024-11-13 2024-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 545 2 0.37 270 9.80 0.1572
2024-08-12 2024-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 543 1 0.18 246 8.41 0.1524
2024-05-10 2024-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 542 -24 -4.24 226 3.67 0.1416
2024-02-12 2023-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 566 -99 -14.89 218 1.40 0.1502
2023-11-13 2023-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 665 0 0.00 215 0.47 0.1580
2023-08-10 2023-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 665 -75 -10.14 214 -11.20 0.1600
2023-05-12 2023-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 740 -196 -20.94 242 -26.97 0.1917
2023-02-13 2022-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 936 936 330 0.2719
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.