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Modern Wealth Management’s Goldman Sachs BDC GSBD Stock Holding History

Modern Wealth 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
Q1 		– Sell
-20,607
Closed -$191K – 912
2025
Q4 		$191K Sell
20,607
-2,870
-12% -$28.1K ﹤0.01% 815
2025
Q3 		$239K Buy
23,477
+528
+2% +$6.01K ﹤0.01% 716
2025
Q2 		$258K Buy
+22,949
New +$253K 0.01% 654

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Modern Wealth Management's GSBD Position: Q1 2026 in Review

Modern Wealth Management sold out of Goldman Sachs BDC (GSBD) in Q1 2026, closing a stake of 20,607 shares — an estimated $191K sold.

Modern Wealth Management first reported a position in GSBD in Q2 2025 and held it in 3 quarters. The position peaked at $258K in Q2 2025. 200 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

  • Modern Wealth Management reported no remaining Goldman Sachs BDC position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 20,607 Goldman Sachs BDC shares in Q1 2026, an estimated $191K.
  • Modern Wealth Management first reported a position in Goldman Sachs BDC in Q2 2025 and held it in 3 quarters.
  • Modern Wealth Management's Goldman Sachs BDC position peaked at $258K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.