Lido Advisors, LLC

Position in GS — Goldman Sachs Group Inc

CIK 1650150 Los Angeles, CA

Back to GS Full portfolio

Position in GS

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$83,077,062

-$11,168,439 QoQ

Shares Held

98,201

-8.4% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 23.034388651846722.ToString("F0")% Shared 0.ToString("F0")% None 76.96561134815327.ToString("F0")%

Common Shares in GS Over Time

Shares Held

Position Value (USD)

Derivatives in GS

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$3,130,163

PutShares

3,700

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Lido Advisors, LLC holds $186,557,625 across 19 Capital Markets names. GS ranks #1 (44.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	98,201	$83,077,062
2	SCHW	Schwab Charles Corp	502,606	$47,234,911
3	MS	Morgan Stanley	208,195	$34,262,650
4	CRCL	Circle Internet Group, Inc.	108,422	$10,344,543
5	HOOD	Robinhood Markets, Inc.	82,966	$5,749,543
6	IBKR	Interactive Brokers Group, Inc.	17,695	$1,186,803
7	LPLA	LPL Financial Holdings Inc.	2,608	$784,563
8	MKTX	Marketaxess Holdings Inc	3,551	$585,843

All Filings in GS

Export CSV

35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$83,077,062	98,201	+2554.1%	Shares	Defined	2026-05-13
2026-03-31	$3,130,163	3,700	-96.5%	Put	Sole	2026-05-13
2025-12-31	$94,245,501	107,219	+9647.2%	Shares	Defined	2026-02-10
2025-12-31	$966,900	1,100	0.0%	Put	Sole	2026-02-10
2025-09-30	$875,985	1,100	-99.0%	Put	Sole	2025-11-14
2025-09-30	$84,917,984	106,634	+7.1%	Shares	Sole	2025-11-14
2025-06-30	$70,477,036	99,579	+12347.4%	Shares	Defined	2025-08-13
2025-06-30	$566,200	800	-99.3%	Put	Sole	2025-08-13
2025-03-31	$58,571,573	107,217	+9.5%	Shares	Defined	2025-05-15
2024-12-31	$56,064,078	97,908	+29.9%	Shares	Defined	2025-02-14
2024-09-30	$37,316,935	75,371	+1.1%	Shares	Sole	2024-11-14
2024-06-30	$33,727,239	74,565	-12.5%	Shares	Defined	2024-08-15
2024-03-31	$35,613,501	85,263	+4.3%	Shares	Defined	2024-05-15
2023-12-31	$31,537,854	81,753	+28.7%	Shares	Sole	2024-02-14
2023-09-30	$20,553,166	63,520	+8.7%	Shares	Sole	2023-11-14
2023-06-30	$18,853,430	58,453	+13.7%	Shares	Sole	2023-08-09
2023-03-31	$16,810,509	51,391	+6.8%	Shares	Defined	2023-05-15
2022-12-31	$16,530,313	48,140	+9528.0%	Shares	Sole	2023-02-14
2022-12-31	$171,690	500	-99.0%	Put	Sole	2023-02-14
2022-09-30	$14,120,028	48,183	-3.9%	Shares	Sole	2022-11-14
2022-06-30	$14,887,533	50,123	-0.5%	Shares	Sole	2022-08-15
2022-03-31	$16,621,195	50,352	+2.4%	Shares	Sole	2022-05-17
2021-12-31	$18,811,896	49,175	+2488.2%	Shares	Sole	2022-02-15
2021-09-30	$718,257	1,900	-95.8%	Put	Sole	2022-02-15
2021-09-30	$16,908,903	44,729	+8.8%	Shares	Sole	2022-02-15
2021-06-30	$15,610,068	41,130	+2064.7%	Shares	Sole	2021-08-12
2021-06-30	$721,107	1,900	-95.1%	Put	Sole	2021-08-12
2021-03-31	$12,626,124	38,612	+1932.2%	Shares	Sole	2021-05-13
2021-03-31	$621,300	1,900	-58.7%	Put	Sole	2021-11-12
2020-12-31	$1,213,066	4,600	-88.1%	Put	Sole	2021-11-12
2020-12-31	$10,184,743	38,621	+13.7%	Shares	Sole	2021-02-08
2020-09-30	$6,827,754	33,974	+638.6%	Shares	Sole	2020-11-12
2020-09-30	$924,462	4,600	-82.1%	Put	Sole	2021-11-12
2020-06-30	$5,085,157	25,732	+88.4%	Shares	Sole	2020-08-12
2020-03-31	$2,111,235	13,657	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.