Evoke Wealth’s Goldman Sachs BDC GSBD Stock Holding History

Evoke 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
2024 Q4	–	Sell	-61,000	Closed	-$867K	–	445
2024 Q3	$867K	Buy	61,000 +49,300	+421%	+$716K	0.02%	196
2024 Q2	$181K	Sell	11,700 -49,300	-81%	-$757K	0.21%	87
2024 Q1	$941K	Buy	61,000 +49,300	+421%	+$746K	0.03%	180
2023 Q4	$177K	Sell	11,700 -16,300	-58%	-$236K	0.29%	77
2023 Q3	$420K	Hold	28,000	–	–	0.01%	250
2023 Q2	$401K	Hold	28,000	–	–	0.01%	243
2023 Q1	$395K	Hold	28,000	–	–	0.01%	241
2022 Q4	$397K	Hold	28,000	–	–	0.01%	245
2022 Q3	$417K	Hold	28,000	–	–	0.02%	230
2022 Q2	$483K	Hold	28,000	–	–	0.02%	221
2022 Q1	$562K	Hold	28,000	–	–	0.02%	223
2021 Q4	$549K	Sell	28,000 -700	-2%	-$13.3K	0.02%	228
2021 Q3	$539K	Buy	28,700 +7,700	+37%	+$147K	0.02%	223
2021 Q2	$421K	Buy	+21,000	New	+$415K	0.02%	257

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evoke Wealth's GSBD Position: Q4 2024 in Review

Evoke Wealth sold out of Goldman Sachs BDC (GSBD) in Q4 2024, closing a stake of 61,000 shares — an estimated $867K sold.

Evoke Wealth first reported a position in GSBD in Q2 2021 and held it in 14 quarters. The position peaked at $941K in Q1 2024. 237 funds tracked by Wall St. Rank hold GSBD as of Q4 2024.

Evoke Wealth reported no remaining Goldman Sachs BDC position as of Q4 2024 after selling out during the quarter.
Evoke Wealth sold 61,000 Goldman Sachs BDC shares in Q4 2024, an estimated $867K.
Evoke Wealth first reported a position in Goldman Sachs BDC in Q2 2021 and held it in 14 quarters.
Evoke Wealth's Goldman Sachs BDC position peaked at $941K in Q1 2024.
237 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2024.

Based on Evoke Wealth's 13F filing for Q4 2024, filed 10 Feb 2025.