IWA
GSBD icon

Icon Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Icon Wealth 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
Q2 		$706K Hold
74,489
– – 0.04% 237
2026
Q1 		$723K Buy
74,489
+5,241
+8% +$48.4K 0.05% 213
2025
Q4 		$643K Buy
69,248
+1,029
+2% +$10.1K 0.04% 229
2025
Q3 		$694K Buy
68,219
+12,165
+22% +$138K 0.05% 219
2025
Q2 		$631K Buy
56,054
+6,289
+13% +$69.3K 0.04% 223
2025
Q1 		$579K Buy
+49,765
New +$622K 0.05% 199

Other funds holding GSBD

Goldman Sachs
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
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
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM

Icon Wealth Advisors's GSBD Position: Q2 2026 in Review

Icon Wealth Advisors held its Goldman Sachs BDC (GSBD) position steady in Q2 2026 at 74,489 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #237.

Icon Wealth Advisors first reported a position in GSBD in Q1 2025 and has held it in 6 quarters since. The position peaked at $723K in Q1 2026. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Icon Wealth Advisors held 74,489 shares of Goldman Sachs BDC worth $706K as of Q2 2026.
  • Icon Wealth Advisors left its Goldman Sachs BDC share count unchanged in Q2 2026.
  • Goldman Sachs BDC made up 0.04% of Icon Wealth Advisors's portfolio in Q2 2026, its #237 holding.
  • Icon Wealth Advisors first reported a position in Goldman Sachs BDC in Q1 2025 and has held it in 6 quarters since.
  • Icon Wealth Advisors's Goldman Sachs BDC position peaked at $723K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.