Lido Advisors
GSBD icon

Lido Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Lido 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 		$1.61M Sell
164,679
-39,405
-19% -$366K ﹤0.01% 883
2026
Q1 		$1.88M Sell
204,084
-124,417
-38% -$1.15M 0.01% 730
2025
Q4 		$3.32M Sell
328,501
-29,334
-8% -$288K 0.01% 568
2025
Q3 		$3.78M Buy
357,835
+134,966
+61% +$1.54M 0.01% 509
2025
Q2 		$2.61M Buy
222,869
+62,353
+39% +$687K 0.01% 517
2025
Q1 		$1.94M Buy
160,516
+6,100
+4% +$76.3K 0.01% 545
2024
Q4 		$1.94M Buy
154,416
+81,479
+112% +$1.07M 0.01% 525
2024
Q3 		$1M Buy
72,937
+1,909
+3% +$27.7K 0.01% 706
2024
Q2 		$1.1M Buy
71,028
+6,612
+10% +$101K 0.01% 626
2024
Q1 		$994K Hold
64,416
– – 0.01% 654
2023
Q4 		$973K Buy
64,416
+41,310
+179% +$599K 0.01% 627
2023
Q3 		$336K Buy
23,106
+5,890
+34% +$84.8K ﹤0.01% 879
2023
Q2 		$239K Sell
17,216
-1,000
-5% -$13.6K ﹤0.01% 1039
2023
Q1 		$249K Buy
18,216
+1,000
+6% +$14.9K ﹤0.01% 932
2022
Q4 		$236K Sell
17,216
-10,155
-37% -$153K ﹤0.01% 859
2022
Q3 		$395K Hold
27,371
– – 0.01% 622
2022
Q2 		$459K Sell
27,371
-2,573
-9% -$47.5K 0.01% 573
2022
Q1 		$587K Buy
29,944
+2,573
+9% +$50.8K 0.01% 549
2021
Q4 		$524K Hold
27,371
– – 0.01% 599
2021
Q3 		$502K Buy
27,371
+6,836
+33% +$131K 0.01% 596
2021
Q2 		$412K Buy
20,535
+7,717
+60% +$153K 0.01% 600
2021
Q1 		$254K Buy
+12,818
New +$240K ﹤0.01% 725
2020
Q1 		– Sell
-9,889
Closed -$215K – 620
2019
Q4 		$215K Buy
+9,889
New +$204K 0.01% 604
2017
Q1 		– Sell
-7,851
Closed -$185K – 255
2016
Q4 		$185K Buy
+7,851
New +$176K 0.05% 197

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

Lido Advisors's GSBD Position: Q2 2026 in Review

Lido Advisors reduced its Goldman Sachs BDC (GSBD) stake by 19% in Q2 2026, selling an estimated $366K and leaving 164,679 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Lido Advisors first reported a position in GSBD in Q4 2016 and has held it in 24 quarters since. The position peaked at $3.78M in Q3 2025. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

  • Lido Advisors held 164,679 shares of Goldman Sachs BDC worth $1.61M as of Q2 2026.
  • Lido Advisors sold 39,405 Goldman Sachs BDC shares in Q2 2026, an estimated $366K.
  • Goldman Sachs BDC made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #883 holding.
  • Lido Advisors first reported a position in Goldman Sachs BDC in Q4 2016 and has held it in 24 quarters since.
  • Lido Advisors's Goldman Sachs BDC position peaked at $3.78M in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.