Maia Wealth’s Goldman Sachs BDC GSBD Stock Holding History

Maia Wealth’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	$848K	Sell	95,500 -13,958	-13%	-$129K	0.14%	158
2025 Q4	$1.03M	Sell	109,458 -14,512	-12%	-$142K	0.18%	134
2025 Q3	$1.19M	Buy	123,970 +581	+0.5%	+$6.61K	0.2%	124
2025 Q2	$1.39M	Buy	123,389 +23,309	+23%	+$257K	0.26%	102
2025 Q1	$1.02M	Buy	100,080 +6,209	+7%	+$77.6K	0.23%	104
2024 Q4	$1.2M	Buy	93,871 +66,476	+243%	+$873K	0.26%	90
2024 Q3	$368K	Buy	+27,395	New	+$398K	0.09%	170

Other funds holding GSBD

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Maia Wealth's GSBD Position: Q1 2026 in Review

Maia Wealth reduced its Goldman Sachs BDC (GSBD) stake by 13% in Q1 2026, selling an estimated $129K and leaving 95,500 shares worth $848K. The position accounts for 0.14% of the portfolio, ranked #158.

Maia Wealth first reported a position in GSBD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q2 2025. 199 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

Maia Wealth held 95,500 shares of Goldman Sachs BDC worth $848K as of Q1 2026.
Maia Wealth sold 13,958 Goldman Sachs BDC shares in Q1 2026, an estimated $129K.
Goldman Sachs BDC made up 0.14% of Maia Wealth's portfolio in Q1 2026, its #158 holding.
Maia Wealth first reported a position in Goldman Sachs BDC in Q3 2024 and has held it in 7 quarters since.
Maia Wealth's Goldman Sachs BDC position peaked at $1.39M in Q2 2025.
199 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.