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Iron Horse Wealth Management’s Golub Capital BDC GBDC Stock Holding History

Iron Horse Wealth Management’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28
Closed -$424 – 617
2025
Q1 		$424 Buy
+28
New +$430 ﹤0.01% 557

Other funds holding GBDC

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Union Bancaire Privee
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VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AIM
Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return
Northeast Financial Consultants
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Iron Horse Wealth Management's GBDC Position: Q2 2025 in Review

Iron Horse Wealth Management sold out of Golub Capital BDC (GBDC) in Q2 2025, closing a stake of 28 shares — an estimated $424 sold.

Iron Horse Wealth Management first reported a position in GBDC in Q1 2025 and held it in 1 quarter. The position peaked at $424 in Q1 2025. 320 funds tracked by Wall St. Rank hold GBDC as of Q2 2025.

  • Iron Horse Wealth Management reported no remaining Golub Capital BDC position as of Q2 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 28 Golub Capital BDC shares in Q2 2025, an estimated $424.
  • Iron Horse Wealth Management first reported a position in Golub Capital BDC in Q1 2025 and held it in 1 quarter.
  • Iron Horse Wealth Management's Golub Capital BDC position peaked at $424 in Q1 2025.
  • 320 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.