Global Wealth Management Investment Advisory’s Goldman Sachs BDC GSBD Stock Holding History

Global Wealth Management Investment Advisory’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 Q2	$1.06M	Buy	+112,297	New	+$1.04M	0.15%	99

Other funds holding GSBD

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

GAM

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

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

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

Lalia Capital New York $206M AUM

Global Wealth Management Investment Advisory's GSBD Position: Q2 2026 in Review

Global Wealth Management Investment Advisory opened a new position in Goldman Sachs BDC (GSBD) in Q2 2026: 112,297 shares worth $1.06M. The stake represents 0.15% of the portfolio and ranks #99 among its holdings.

206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

Global Wealth Management Investment Advisory held 112,297 shares of Goldman Sachs BDC worth $1.06M as of Q2 2026.
Goldman Sachs BDC was a new Global Wealth Management Investment Advisory position in Q2 2026.
Goldman Sachs BDC made up 0.15% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #99 holding.
206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.