Aventura Private Wealth’s Goldman Sachs BDC GSBD Stock Holding History

Aventura Private Wealth’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	$9.48K	Hold	1,000	–	–	﹤0.01%	605
2026 Q1	$8.88K	Buy	+1,000	New	+$9.23K	﹤0.01%	559

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

Aventura Private Wealth's GSBD Position: Q2 2026 in Review

Aventura Private Wealth held its Goldman Sachs BDC (GSBD) position steady in Q2 2026 at 1,000 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Aventura Private Wealth first reported a position in GSBD in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

Aventura Private Wealth held 1,000 shares of Goldman Sachs BDC worth $9.48K as of Q2 2026.
Aventura Private Wealth left its Goldman Sachs BDC share count unchanged in Q2 2026.
Goldman Sachs BDC made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #605 holding.
Aventura Private Wealth first reported a position in Goldman Sachs BDC in Q1 2026 and has held it in 2 quarters since.
206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.