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
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 $871B AUM 31.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Icon Wealth Advisors's GSBD Position: Q1 2026 in Review

Icon Wealth Advisors increased its Goldman Sachs BDC (GSBD) stake by 7.6% in Q1 2026, buying an estimated $48.4K and bringing the position to 74,489 shares worth $723K. The position accounts for 0.05% of the portfolio, ranked #213.

Icon Wealth Advisors first reported a position in GSBD in Q1 2025 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

  • Icon Wealth Advisors held 74,489 shares of Goldman Sachs BDC worth $723K as of Q1 2026.
  • Icon Wealth Advisors bought 5,241 Goldman Sachs BDC shares in Q1 2026, an estimated $48.4K.
  • Goldman Sachs BDC made up 0.05% of Icon Wealth Advisors's portfolio in Q1 2026, its #213 holding.
  • Icon Wealth Advisors first reported a position in Goldman Sachs BDC in Q1 2025 and has held it in 5 quarters since.
  • 199 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.