The Goldman Sachs Group, Inc.
MX ˙ BMV ˙ US38141G1040
SecurityMX:GS / The Goldman Sachs Group, Inc.
InstitutionGladstone Institutional Advisory LLC
Latest Disclosed Ownership8,313 shares
Latest Disclosed Value $ 7,033,154
Gladstone Institutional Advisory LLC reports 18.58% decrease in ownership of GS / The Goldman Sachs Group, Inc.

On May 14, 2026 - Gladstone Institutional Advisory LLC filed a 13F-HR form disclosing ownership of 8,313 shares of The Goldman Sachs Group, Inc. (MX:GS) valued at $7,033,154 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)
2026-05-14 2026-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 8,313 -1,897 -18.58 7,033 -21.63 0.2606
2026-02-17 2025-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 10,210 1,619 18.85 8,975 31.18 0.3389
2025-10-22 2025-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 8,591 -864 -9.14 6,841 2.24 0.2635
2025-08-12 2025-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 9,455 1,289 15.78 6,692 50.02 0.2765
2025-05-15 2025-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 8,166 981 13.65 4,461 8.41 0.2079
2025-01-29 2024-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 7,185 4,301 149.13 4,114 188.30 0.1909
2024-10-28 2024-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,884 -3,334 -53.62 1,428 -49.25 0.0697
2024-08-02 2024-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 6,218 4,845 352.88 2,813 390.75 0.1465
2024-05-14 2024-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,373 -109 -7.35 573 0.35 0.0315
2024-02-09 2023-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,482 -229 -13.38 572 3.25 0.0321
2023-11-13 2023-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,711 -54 -3.06 554 -2.81 0.0359
2023-08-10 2023-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,765 137 8.42 569 6.95 0.0347
2023-05-12 2023-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,628 -412 -20.20 533 -24.00 0.0345
2023-02-01 2022-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,040 29 1.44 701 18.85 0.0494
2023-01-30 2022-09-30 13F/A-1 GOLDMAN SACHS GROUP COM 38141G104 2,011 -31 -1.52 589 -2.97 0.0460
2022-10-20 2022-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,011 -31 589 0.0460
2023-01-30 2022-06-30 13F/A-1 GOLDMAN SACHS GROUP COM 38141G104 2,042 -687 -25.17 607 -32.63 0.0480
2022-08-15 2022-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,042 -687 607 0.0480
2023-01-30 2022-03-31 13F/A-1 GOLDMAN SACHS GROUP COM 38141G104 2,729 993 57.20 901 35.69 0.0609
2022-05-04 2022-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,729 993 901 0.0609
2023-01-30 2021-12-31 13F/A-1 GOLDMAN SACHS GROUP COM 38141G104 1,736 -2,667 -60.57 664 -60.10 0.0514
2022-02-11 2021-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,736 -2,667 664 0.0514
2023-01-30 2021-09-30 13F/A-1 GOLDMAN SACHS GROUP COM 38141G104 4,403 427 10.74 1,664 10.27 0.1625
2021-11-15 2021-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 4,403 427 1,664 0.1625
2023-01-30 2021-06-30 13F/A-1 GOLDMAN SACHS GROUP COM 38141G104 3,976 482 13.80 1,509 32.14 0.1793
2021-08-13 2021-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 3,976 482 1,509 0.1793
2023-01-30 2021-03-31 13F/A-1 GOLDMAN SACHS GROUP COM 38141G104 3,494 3,494 1,142 0.1775
2021-05-17 2021-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 3,494 3,494 1,142 0.1775
2023-01-28 2020-12-31 13F/A-1 GOLDMAN SACHS GROUP COM 38141G104 0 -1,678 -100.00 0 -100.00
2021-02-16 2020-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 0 -1,678 0
2023-01-30 2020-09-30 13F/A-1 GOLDMAN SACHS GROUP COM 38141G104 1,678 1,678 337 0.0805
2020-11-16 2020-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,678 1,678 337 0.0805
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.