Envestnet Asset Management
GSBD icon

Envestnet Asset Management’s Goldman Sachs BDC GSBD Stock Holding History

Envestnet Asset Management’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
2025
Q2 		– Sell
-125,142
Closed -$1.46M – 4489
2025
Q1 		$1.46M Buy
125,142
+24,687
+25% +$309K ﹤0.01% 2944
2024
Q4 		$1.22M Sell
100,455
-586,566
-85% -$7.7M ﹤0.01% 3031
2024
Q3 		$9.45M Buy
687,021
+163,950
+31% +$2.38M ﹤0.01% 1677
2024
Q2 		$7.86M Buy
523,071
+79,315
+18% +$1.22M ﹤0.01% 1710
2024
Q1 		$6.65M Buy
443,756
+115,968
+35% +$1.75M ﹤0.01% 1784
2023
Q4 		$4.8M Buy
327,788
+33,501
+11% +$486K ﹤0.01% 1922
2023
Q3 		$4.28M Buy
+294,287
New +$4.24M ﹤0.01% 1903
2023
Q2 		– Sell
-10,796
Closed -$147K – 4005
2023
Q1 		$147K Sell
10,796
-9,582
-47% -$143K ﹤0.01% 3729
2022
Q4 		$280K Sell
20,378
-1,174
-5% -$17.6K ﹤0.01% 3465
2022
Q3 		$311K Sell
21,552
-2,305
-10% -$39K ﹤0.01% 3315
2022
Q2 		$401K Sell
23,857
-9,760
-29% -$180K ﹤0.01% 3183
2022
Q1 		$659K Sell
33,617
-2,891
-8% -$57.1K ﹤0.01% 2959
2021
Q4 		$699K Buy
36,508
+6,134
+20% +$116K ﹤0.01% 2867
2021
Q3 		$557K Sell
30,374
-2,169
-7% -$41.5K ﹤0.01% 2906
2021
Q2 		$638K Buy
32,543
+996
+3% +$19.7K ﹤0.01% 2823
2021
Q1 		$610K Buy
31,547
+13,240
+72% +$248K ﹤0.01% 2724
2020
Q4 		$350K Buy
+18,307
New +$314K ﹤0.01% 2851

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Envestnet Asset Management's GSBD Position: Q2 2025 in Review

Envestnet Asset Management sold out of Goldman Sachs BDC (GSBD) in Q2 2025, closing a stake of 125,142 shares — an estimated $1.46M sold.

Envestnet Asset Management first reported a position in GSBD in Q4 2020 and held it in 17 quarters. The position peaked at $9.45M in Q3 2024. 223 funds tracked by Wall St. Rank hold GSBD as of Q2 2025.

  • Envestnet Asset Management reported no remaining Goldman Sachs BDC position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 125,142 Goldman Sachs BDC shares in Q2 2025, an estimated $1.46M.
  • Envestnet Asset Management first reported a position in Goldman Sachs BDC in Q4 2020 and held it in 17 quarters.
  • Envestnet Asset Management's Goldman Sachs BDC position peaked at $9.45M in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.