Greenleaf Trust’s Goldman Sachs BDC GSBD Stock Holding History

Greenleaf Trust’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 Q3	–	Sell	-23,664	Closed	-$266K	–	817
2025 Q2	$266K	Hold	23,664	–	–	﹤0.01%	675
2025 Q1	$275K	Hold	23,664	–	–	﹤0.01%	674
2024 Q4	$286K	Hold	23,664	–	–	﹤0.01%	663
2024 Q3	$326K	Hold	23,664	–	–	﹤0.01%	637
2024 Q2	$356K	Hold	23,664	–	–	﹤0.01%	567
2024 Q1	$354K	Hold	23,664	–	–	﹤0.01%	556
2023 Q4	$347K	Hold	23,664	–	–	﹤0.01%	559
2023 Q3	$345K	Hold	23,664	–	–	﹤0.01%	540
2023 Q2	$328K	Hold	23,664	–	–	﹤0.01%	571
2023 Q1	$323K	Hold	23,664	–	–	﹤0.01%	578
2022 Q4	$325K	Hold	23,664	–	–	﹤0.01%	560
2022 Q3	$342K	Hold	23,664	–	–	0.01%	493
2022 Q2	$398K	Sell	23,664 -5,930	-20%	-$109K	0.01%	469
2022 Q1	$580K	Buy	29,594 +5,930	+25%	+$117K	0.01%	376
2021 Q4	$453K	Hold	23,664	–	–	0.01%	445
2021 Q3	$434K	Buy	23,664 +7,888	+50%	+$151K	0.01%	442
2021 Q2	$309K	Buy	+15,776	New	+$312K	﹤0.01%	566

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 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 $5.53B AUM 35.1% 1-Year Est. Return

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

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Greenleaf Trust's GSBD Position: Q3 2025 in Review

Greenleaf Trust sold out of Goldman Sachs BDC (GSBD) in Q3 2025, closing a stake of 23,664 shares — an estimated $266K sold.

Greenleaf Trust first reported a position in GSBD in Q2 2021 and held it in 17 quarters. The position peaked at $580K in Q1 2022. 212 funds tracked by Wall St. Rank hold GSBD as of Q3 2025.

Greenleaf Trust reported no remaining Goldman Sachs BDC position as of Q3 2025 after selling out during the quarter.
Greenleaf Trust sold 23,664 Goldman Sachs BDC shares in Q3 2025, an estimated $266K.
Greenleaf Trust first reported a position in Goldman Sachs BDC in Q2 2021 and held it in 17 quarters.
Greenleaf Trust's Goldman Sachs BDC position peaked at $580K in Q1 2022.
212 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2025.

Based on Greenleaf Trust's 13F filing for Q3 2025, filed 22 Oct 2025.