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Angeles Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

Angeles Wealth Management’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
2025
Q2 		– Sell
-14,790
Closed -$172K – 436
2025
Q1 		$172K Hold
14,790
– – 0.01% 290
2024
Q4 		$179K Hold
14,790
– – 0.01% 296
2024
Q3 		$204K Buy
+14,790
New +$215K 0.02% 260

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

Angeles Wealth Management's GSBD Position: Q2 2025 in Review

Angeles Wealth Management sold out of Goldman Sachs BDC (GSBD) in Q2 2025, closing a stake of 14,790 shares — an estimated $172K sold.

Angeles Wealth Management first reported a position in GSBD in Q3 2024 and held it in 3 quarters. The position peaked at $204K in Q3 2024. 224 funds tracked by Wall St. Rank hold GSBD as of Q2 2025.

  • Angeles Wealth Management reported no remaining Goldman Sachs BDC position as of Q2 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 14,790 Goldman Sachs BDC shares in Q2 2025, an estimated $172K.
  • Angeles Wealth Management first reported a position in Goldman Sachs BDC in Q3 2024 and held it in 3 quarters.
  • Angeles Wealth Management's Goldman Sachs BDC position peaked at $204K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2025.

Based on Angeles Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.