The Goldman Sachs Group, Inc.
MX ˙ BMV ˙ US38141G1040
SecurityMX:GS / The Goldman Sachs Group, Inc.
InstitutionIntegrated Wealth Concepts LLC
Latest Disclosed Ownership14,378 shares
Latest Disclosed Value $ 12,163,696
Integrated Wealth Concepts LLC reports 98.40% increase in ownership of GS / The Goldman Sachs Group, Inc.

On May 15, 2026 - Integrated Wealth Concepts LLC filed a 13F-HR form disclosing ownership of 14,378 shares of The Goldman Sachs Group, Inc. (MX:GS) valued at $12,163,696 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,247 shares of The Goldman Sachs Group, Inc.. This represents a change in shares of 98.40% 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)
2026-05-15 2026-03-31 13F GOLDMAN SACHS Common Stock 38141G104 14,378 7,131 98.40 12,164 90.97 0.0970
2026-02-13 2025-12-31 13F GOLDMAN SACHS Common Stock 38141G104 7,247 -4,195 -36.66 6,370 -30.10 0.0757
2025-11-14 2025-09-30 13F GOLDMAN SACHS Common Stock 38141G104 11,442 527 4.83 9,112 17.94 0.0815
2025-08-14 2025-06-30 13F GOLDMAN SACHS Common Stock 38141G104 10,915 -3,308 -23.26 7,725 -0.57 0.0775
2025-05-15 2025-03-31 13F GOLDMAN SACHS Common Stock 38141G104 14,223 -1,528 -9.70 7,770 -13.86 0.0906
2025-02-14 2024-12-31 13F GOLDMAN SACHS Common Stock 38141G104 15,751 877 5.90 9,020 22.47 0.1048
2024-11-14 2024-09-30 13F GOLDMAN SACHS Common Stock 38141G104 14,874 3,411 29.76 7,364 42.05 0.0897
2024-08-14 2024-06-30 13F GOLDMAN SACHS Common Stock 38141G104 11,463 -491 -4.11 5,185 3.83 0.0708
2024-05-15 2024-03-31 13F GOLDMAN SACHS Common Stock 38141G104 11,954 615 5.42 4,994 14.15 0.0724
2024-02-13 2023-12-31 13F GOLDMAN SACHS Common Stock 38141G104 11,339 -4,374 -27.84 4,374 -13.97 0.0717
2023-11-15 2023-09-30 13F GOLDMAN SACHS Common Stock 38141G104 15,713 1,413 9.88 5,084 10.23 0.0897
2023-08-15 2023-06-30 13F GOLDMAN SACHS Common Stock 38141G104 14,300 -709 -4.72 4,612 115,200.00 0.0790
2023-05-03 2023-03-31 13F GOLDMAN SACHS Common Stock 38141G104 15,009 7,466 98.98 5 100.00 0.1012
2023-02-13 2022-12-31 13F GOLDMAN SACHS Common Stock 38141G104 7,543 -759 -9.14 3 -99.92 0.0704
2022-11-14 2022-09-30 13F GOLDMAN SACHS Common Stock 38141G104 8,302 -188 -2.21 2,433 -3.53 0.0777
2022-08-08 2022-06-30 13F GOLDMAN SACHS Common Stock 38141G104 8,490 1,305 18.16 2,522 6.32 0.0785
2022-05-12 2022-03-31 13F GOLDMAN SACHS Common Stock 38141G104 7,185 2,679 59.45 2,372 37.59 0.0725
2022-02-15 2021-12-31 13F GOLDMAN SACHS Common Stock 38141G104 4,506 234 5.48 1,724 6.75 0.0513
2021-11-15 2021-09-30 13F GOLDMAN SACHS Common Stock 38141G104 4,272 1,159 37.23 1,615 36.63 0.0526
2021-08-13 2021-06-30 13F GOLDMAN SACHS Common Stock 38141G104 3,113 -101 -3.14 1,182 12.46 0.0419
2021-05-13 2021-03-31 13F GOLDMAN SACHS Common Stock 38141G104 3,214 442 15.95 1,051 43.78 0.0431
2021-02-12 2020-12-31 13F GOLDMAN SACHS Common Stock 38141G104 2,772 62 2.29 731 34.13 0.0346
2020-11-13 2020-09-30 13F GOLDMAN SACHS Common Stock 38141G104 2,710 282 11.61 545 13.54 0.0336
2020-07-30 2020-06-30 13F GOLDMAN SACHS Common Stock 38141G104 2,428 2,428 480 0.0345
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.