Allworth Financial’s Goldman Sachs BDC GSBD Stock Holding History

Allworth Financial’s Portfolio GSBD Stock Details GSBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.4K	Sell	4,260 -24	-0.6%	-$223	﹤0.01%	2667
2026 Q1	$38K	Buy	4,284 +24	+0.6%	+$222	﹤0.01%	2532
2025 Q4	$39.5K	Sell	4,260 -18	-0.4%	-$177	﹤0.01%	2345
2025 Q3	$43.5K	Sell	4,278 -4,000	-48%	-$45.5K	﹤0.01%	2195
2025 Q2	$93.1K	Buy	8,278 +8,261	+48,594%	+$91.1K	﹤0.01%	1587
2025 Q1	$186	Hold	17	–	–	﹤0.01%	3884
2024 Q4	$207	Buy	+17	New	+$223	﹤0.01%	3779
2023 Q1	–	Sell	-596	Closed	-$8.17K	–	3241
2022 Q4	$8.17K	Buy	596 +17	+3%	+$255	﹤0.01%	1748
2022 Q3	$8K	Buy	579 +15	+3%	+$254	﹤0.01%	1741
2022 Q2	$9K	Buy	+564	New	+$10.4K	﹤0.01%	1601

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lalia Capital New York $206M AUM

Allworth Financial's GSBD Position: Q2 2026 in Review

Allworth Financial reduced its Goldman Sachs BDC (GSBD) stake by 0.56% in Q2 2026, selling an estimated $223 and leaving 4,260 shares worth $40.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2667.

Allworth Financial first reported a position in GSBD in Q2 2022 and has held it in 10 quarters since. The position peaked at $93.1K in Q2 2025. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

Allworth Financial held 4,260 shares of Goldman Sachs BDC worth $40.4K as of Q2 2026.
Allworth Financial sold 24 Goldman Sachs BDC shares in Q2 2026, an estimated $223.
Goldman Sachs BDC made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2667 holding.
Allworth Financial first reported a position in Goldman Sachs BDC in Q2 2022 and has held it in 10 quarters since.
Allworth Financial's Goldman Sachs BDC position peaked at $93.1K in Q2 2025.
206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.