AWA
GSBD icon

Arkadios Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Arkadios Wealth Advisors’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 		$452K Sell
47,719
-6,498
-12% -$60.4K 0.01% 1180
2026
Q1 		$481K Buy
54,217
+2,047
+4% +$18.9K 0.01% 1126
2025
Q4 		$484K Sell
52,170
-16,135
-24% -$158K 0.01% 1029
2025
Q3 		$695K Buy
68,305
+5,236
+8% +$59.6K 0.02% 799
2025
Q2 		$710K Sell
63,069
-21,309
-25% -$235K 0.02% 715
2025
Q1 		$981K Buy
84,378
+9,325
+12% +$117K 0.04% 466
2024
Q4 		$908K Sell
75,053
-10,882
-13% -$143K 0.05% 355
2024
Q3 		$1.18M Buy
85,935
+18,210
+27% +$265K 0.07% 285
2024
Q2 		$1.02M Sell
67,725
-27,549
-29% -$423K 0.07% 278
2024
Q1 		$1.43M Sell
95,274
-19,847
-17% -$300K 0.11% 180
2023
Q4 		$1.69M Buy
115,121
+18,481
+19% +$268K 0.14% 153
2023
Q3 		$1.41M Buy
96,640
+2,996
+3% +$43.1K 0.13% 165
2023
Q2 		$1.3M Sell
93,644
-4,300
-4% -$58.4K 0.15% 154
2023
Q1 		$1.34M Buy
97,944
+17,452
+22% +$261K 0.16% 150
2022
Q4 		$1.1M Buy
80,492
+36,007
+81% +$541K 0.15% 159
2022
Q3 		$643K Buy
44,485
+2,968
+7% +$50.2K 0.1% 226
2022
Q2 		$697K Buy
41,517
+7,897
+23% +$146K 0.1% 224
2022
Q1 		$659K Buy
33,620
+11,425
+51% +$226K 0.09% 256
2021
Q4 		$425K Hold
22,195
– – 0.06% 364
2021
Q3 		$407K Buy
22,195
+3,220
+17% +$61.6K 0.06% 339
2021
Q2 		$371K Hold
18,975
– – 0.05% 396
2021
Q1 		$366K Buy
18,975
+4,440
+31% +$83.1K 0.06% 307
2020
Q4 		$277K Buy
+14,535
New +$250K 0.06% 272

Other funds holding GSBD

Goldman Sachs
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
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
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM

Arkadios Wealth Advisors's GSBD Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Goldman Sachs BDC (GSBD) stake by 12% in Q2 2026, selling an estimated $60.4K and leaving 47,719 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #1180.

Arkadios Wealth Advisors first reported a position in GSBD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.69M in Q4 2023. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Arkadios Wealth Advisors held 47,719 shares of Goldman Sachs BDC worth $452K as of Q2 2026.
  • Arkadios Wealth Advisors sold 6,498 Goldman Sachs BDC shares in Q2 2026, an estimated $60.4K.
  • Goldman Sachs BDC made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1180 holding.
  • Arkadios Wealth Advisors first reported a position in Goldman Sachs BDC in Q4 2020 and has held it in 23 quarters since.
  • Arkadios Wealth Advisors's Goldman Sachs BDC position peaked at $1.69M in Q4 2023.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.