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Doliver Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Doliver 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
Q3 		$124K Sell
13,598
-715
-5% -$6.74K 0.03% 179
2026
Q2 		$136K Sell
14,313
-650
-4% -$6.04K 0.03% 187
2026
Q1 		$133K Sell
14,963
-445
-3% -$4.11K 0.03% 174
2025
Q4 		$143K Sell
15,408
-984
-6% -$9.65K 0.04% 170
2025
Q3 		$167K Sell
16,392
-1,009
-6% -$11.5K 0.04% 172
2025
Q2 		$196K Sell
17,401
-2,365
-12% -$26.1K 0.05% 163
2025
Q1 		$230K Buy
19,766
+717
+4% +$8.97K 0.06% 152
2024
Q4 		$230K Sell
19,049
-452
-2% -$5.93K 0.06% 147
2024
Q3 		$268K Sell
19,501
-25
-0.1% -$363 0.07% 134
2024
Q2 		$293K Sell
19,526
-1,100
-5% -$16.9K 0.08% 125
2024
Q1 		$309K Sell
20,626
-1,528
-7% -$23.1K 0.09% 121
2023
Q4 		$325K Sell
22,154
-13,885
-39% -$201K 0.1% 118
2023
Q3 		$525K Buy
36,039
+5,219
+17% +$75.1K 0.16% 86
2023
Q2 		$427K Buy
30,820
+899
+3% +$12.2K 0.13% 109
2023
Q1 		$408K Buy
29,921
+4,605
+18% +$68.8K 0.13% 101
2022
Q4 		$347K Buy
25,316
+3,200
+14% +$48.1K 0.11% 104
2022
Q3 		$320K Buy
22,116
+8,353
+61% +$141K 0.12% 105
2022
Q2 		$231K Sell
13,763
-3,085
-18% -$56.9K 0.08% 139
2022
Q1 		$330K Sell
16,848
-7,627
-31% -$151K 0.1% 125
2021
Q4 		$497K Sell
24,475
-585
-2% -$11.1K 0.16% 90
2021
Q3 		$460K Buy
25,060
+8,225
+49% +$157K 0.15% 111
2021
Q2 		$330K Buy
16,835
+4,035
+32% +$79.7K 0.11% 112
2021
Q1 		$247K Buy
+12,800
New +$240K 0.09% 115

Other funds holding GSBD

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Doliver Advisors's GSBD Position: Q3 2026 in Review

Doliver Advisors reduced its Goldman Sachs BDC (GSBD) stake by 5% in Q3 2026, selling an estimated $6.74K and leaving 13,598 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #179.

Doliver Advisors first reported a position in GSBD in Q1 2021 and has held it in 23 quarters since. The position peaked at $525K in Q3 2023. 9 funds tracked by Wall St. Rank hold GSBD as of Q3 2026.

  • Doliver Advisors held 13,598 shares of Goldman Sachs BDC worth $124K as of Q3 2026.
  • Doliver Advisors sold 715 Goldman Sachs BDC shares in Q3 2026, an estimated $6.74K.
  • Goldman Sachs BDC made up 0.03% of Doliver Advisors's portfolio in Q3 2026, its #179 holding.
  • Doliver Advisors first reported a position in Goldman Sachs BDC in Q1 2021 and has held it in 23 quarters since.
  • Doliver Advisors's Goldman Sachs BDC position peaked at $525K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.