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Investment Partners Asset Management’s Goldman Sachs BDC GSBD Stock Holding History

Investment Partners Asset Management’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 		$320K Buy
33,724
+1,500
+5% +$13.9K 0.18% 132
2026
Q1 		$286K Buy
32,224
+1,727
+6% +$15.9K 0.18% 134
2025
Q4 		$283K Sell
30,497
-65,401
-68% -$641K 0.18% 135
2025
Q3 		$975K Sell
95,898
-10,243
-10% -$117K 0.64% 40
2025
Q2 		$1.19M Buy
106,141
+3,841
+4% +$42.3K 0.83% 33
2025
Q1 		$1.19M Sell
102,300
-12,391
-11% -$155K 0.93% 27
2024
Q4 		$1.39M Buy
114,691
+12,081
+12% +$159K 1.09% 25
2024
Q3 		$1.41M Buy
102,610
+21,682
+27% +$315K 1.16% 23
2024
Q2 		$1.22M Hold
80,928
– – 1.08% 25
2024
Q1 		$1.21M Sell
80,928
-1,723
-2% -$26.1K 1.1% 27
2023
Q4 		$1.21M Buy
+82,651
New +$1.2M 1.2% 26

Other funds holding GSBD

LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CCWP
Cedar Cove Wealth Partners Bloomington, Minnesota $213M AUM
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return

Investment Partners Asset Management's GSBD Position: Q2 2026 in Review

Investment Partners Asset Management increased its Goldman Sachs BDC (GSBD) stake by 4.7% in Q2 2026, buying an estimated $13.9K and bringing the position to 33,724 shares worth $320K. The position accounts for 0.18% of the portfolio, ranked #132.

Investment Partners Asset Management first reported a position in GSBD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q3 2024. 60 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Investment Partners Asset Management held 33,724 shares of Goldman Sachs BDC worth $320K as of Q2 2026.
  • Investment Partners Asset Management bought 1,500 Goldman Sachs BDC shares in Q2 2026, an estimated $13.9K.
  • Goldman Sachs BDC made up 0.18% of Investment Partners Asset Management's portfolio in Q2 2026, its #132 holding.
  • Investment Partners Asset Management first reported a position in Goldman Sachs BDC in Q4 2023 and has held it in 11 quarters since.
  • Investment Partners Asset Management's Goldman Sachs BDC position peaked at $1.41M in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.