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Baldwin Wealth Partners’s Goldman Sachs BDC GSBD Stock Holding History

Baldwin Wealth Partners’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
Q1 		– Sell
-40,954
Closed -$380K – 234
2025
Q4 		$380K Hold
40,954
– – 0.02% 177
2025
Q3 		$417K Hold
40,954
– – 0.03% 162
2025
Q2 		$461K Hold
40,954
– – 0.03% 148
2025
Q1 		$476K Buy
40,954
+801
+2% +$10K 0.03% 147
2024
Q4 		$486K Hold
40,153
– – 0.03% 155
2024
Q3 		$553K Sell
40,153
-300
-0.7% -$4.36K 0.04% 184
2024
Q2 		$608K Buy
40,453
+300
+0.7% +$4.61K 0.05% 124
2024
Q1 		$601K Hold
40,153
– – 0.05% 137
2023
Q4 		$588K Hold
40,153
– – 0.05% 136
2023
Q3 		$585K Buy
40,153
+2,762
+7% +$39.8K 0.05% 134
2023
Q2 		$518K Hold
37,391
– – 0.04% 159
2023
Q1 		$510K Hold
37,391
– – 0.04% 153
2022
Q4 		$513K Hold
37,391
– – 0.05% 154
2022
Q3 		$540K Hold
37,391
– – 0.07% 92
2022
Q2 		$628K Sell
37,391
-1,016
-3% -$18.8K 0.08% 91
2022
Q1 		$753K Hold
38,407
– – 0.08% 88
2021
Q4 		$736K Sell
38,407
-790
-2% -$15K 0.07% 93
2021
Q3 		$719K Buy
39,197
+12,791
+48% +$245K 0.08% 84
2021
Q2 		$518K Buy
26,406
+12,790
+94% +$253K 0.06% 114
2021
Q1 		$263K Buy
+13,616
New +$255K 0.03% 158

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $1.66T AUM 25.57% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Baldwin Wealth Partners's GSBD Position: Q1 2026 in Review

Baldwin Wealth Partners sold out of Goldman Sachs BDC (GSBD) in Q1 2026, closing a stake of 40,954 shares — an estimated $380K sold.

Baldwin Wealth Partners first reported a position in GSBD in Q1 2021 and held it in 20 quarters. The position peaked at $753K in Q1 2022. 199 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

  • Baldwin Wealth Partners reported no remaining Goldman Sachs BDC position as of Q1 2026 after selling out during the quarter.
  • Baldwin Wealth Partners sold 40,954 Goldman Sachs BDC shares in Q1 2026, an estimated $380K.
  • Baldwin Wealth Partners first reported a position in Goldman Sachs BDC in Q1 2021 and held it in 20 quarters.
  • Baldwin Wealth Partners's Goldman Sachs BDC position peaked at $753K in Q1 2022.
  • 199 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Baldwin Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.