골드만삭스 그룹, Inc.
MX ˙ BMV ˙ US38141G1040
SecurityMX:GS / The Goldman Sachs Group, Inc.
InstitutionCastle Wealth Management Llc
Latest Disclosed Ownership1,769 shares
Latest Disclosed Value $ 1,496,893
Castle Wealth Management Llc reports 3.27% increase in ownership of GS / The Goldman Sachs Group, Inc.

On May 1, 2026 - Castle Wealth Management Llc filed a 13F-HR form disclosing ownership of 1,769 shares of The Goldman Sachs Group, Inc. (MX:GS) valued at $1,496,893 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,713 shares of The Goldman Sachs Group, Inc.. This represents a change in shares of 3.27% 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)
2026-05-01 2026-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,769 56 3.27 1,497 -0.60 0.4851
2026-01-22 2025-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,713 -183 -9.65 1,506 -0.27 0.4982
2025-10-31 2025-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,896 -167 -8.10 1,510 3.36 0.5096
2025-07-30 2025-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 2,063 32 1.58 1,460 31.65 0.5304
2025-04-28 2025-03-31 13F GOLDMAN SACHS GROUP COM 38141G104 2,031 88 4.53 1,110 -0.27 0.4344
2025-01-29 2024-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 1,943 581 42.66 1,113 64.99 0.4378
2024-10-31 2024-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 1,362 1,362 674 0.2692
2023-02-09 2022-12-31 13F GOLDMAN SACHS GROUP COM 38141G104 0 -183 -100.00 0 -100.00
2022-11-07 2022-09-30 13F GOLDMAN SACHS GROUP COM 38141G104 183 50 37.59 54 35.00 0.0328
2022-08-01 2022-06-30 13F GOLDMAN SACHS GROUP COM 38141G104 133 133 40 0.0233
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.