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Belpointe Asset Management’s Golub Capital BDC GBDC Stock Holding History

Belpointe Asset Management’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-29,492
Closed -$373K – 1163
2026
Q1 		$373K Buy
29,492
+6,076
+26% +$77.9K 0.01% 787
2025
Q4 		$318K Buy
+23,416
New +$324K 0.01% 814
2023
Q2 		– Sell
-17,935
Closed -$243K – 1617
2023
Q1 		$243K Buy
17,935
+130
+0.7% +$1.75K 0.01% 844
2022
Q4 		$234K Sell
17,805
-80
-0.4% -$1.05K 0.01% 824
2022
Q3 		$221K Buy
17,885
+96
+0.5% +$1.31K 0.01% 790
2022
Q2 		$231K Buy
17,789
+55
+0.3% +$787 0.02% 768
2022
Q1 		$270K Buy
17,734
+17
+0.1% +$263 0.02% 780
2021
Q4 		$274K Hold
17,717
– – 0.02% 750
2021
Q3 		$280K Buy
+17,717
New +$278K 0.02% 715
2020
Q4 		– Sell
-9,400
Closed -$124K – 963
2020
Q3 		$124K Hold
9,400
– – 0.01% 699
2020
Q2 		$110K Sell
9,400
-197
-2% -$2.22K 0.01% 694
2020
Q1 		$118K Sell
9,597
-7
-0.1% -$115 0.02% 567
2019
Q4 		$174K Buy
9,604
+466
+5% +$8.22K 0.02% 582
2019
Q3 		$169K Hold
9,138
– – 0.03% 515
2019
Q2 		$159K Hold
9,138
– – 0.03% 471
2019
Q1 		$160K Buy
9,138
+204
+2% +$3.59K 0.03% 345
2018
Q4 		$144K Buy
8,934
+307
+4% +$5.46K 0.04% 402
2018
Q3 		$158K Buy
+8,627
New +$159K 0.03% 518

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $16.7B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Belpointe Asset Management's GBDC Position: Q2 2026 in Review

Belpointe Asset Management sold out of Golub Capital BDC (GBDC) in Q2 2026, closing a stake of 29,492 shares — an estimated $373K sold.

Belpointe Asset Management first reported a position in GBDC in Q3 2018 and held it in 18 quarters. The position peaked at $373K in Q1 2026. 317 funds tracked by Wall St. Rank hold GBDC as of Q2 2026.

  • Belpointe Asset Management reported no remaining Golub Capital BDC position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 29,492 Golub Capital BDC shares in Q2 2026, an estimated $373K.
  • Belpointe Asset Management first reported a position in Golub Capital BDC in Q3 2018 and held it in 18 quarters.
  • Belpointe Asset Management's Golub Capital BDC position peaked at $373K in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.