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Optimum Investment Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Optimum Investment 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
2025
Q2 		– Sell
-2,000
Closed -$23.3K – 624
2025
Q1 		$23.3K Hold
2,000
– – 0.01% 426
2024
Q4 		$24.2K Sell
2,000
-150
-7% -$1.97K 0.01% 410
2024
Q3 		$29.6K Sell
2,150
-1,000
-32% -$14.5K 0.01% 398
2024
Q2 		$47.3K Sell
3,150
-847
-21% -$13K 0.02% 365
2024
Q1 		$59.9K Buy
3,997
+150
+4% +$2.27K 0.03% 344
2023
Q4 		$56.4K Hold
3,847
– – 0.03% 339
2023
Q3 		$56K Sell
3,847
-1,467
-28% -$21.1K 0.03% 348
2023
Q2 		$73.7K Sell
5,314
-153
-3% -$2.08K 0.04% 324
2023
Q1 		$74.6K Sell
5,467
-1,120
-17% -$16.7K 0.04% 318
2022
Q4 		$90.4K Buy
6,587
+100
+2% +$1.5K 0.05% 285
2022
Q3 		$94K Buy
6,487
+300
+5% +$5.08K 0.05% 285
2022
Q2 		$104K Sell
6,187
-274
-4% -$5.06K 0.05% 280
2022
Q1 		$127K Sell
6,461
-1,465
-18% -$28.9K 0.05% 282
2021
Q4 		$152K Buy
7,926
+1,445
+22% +$27.4K 0.06% 274
2021
Q3 		$119K Sell
6,481
-938
-13% -$17.9K 0.05% 305
2021
Q2 		$145K Buy
7,419
+59
+0.8% +$1.17K 0.05% 324
2021
Q1 		$142K Sell
7,360
-1,340
-15% -$25.1K 0.04% 321
2020
Q4 		$166K Sell
8,700
-136
-2% -$2.34K 0.05% 269
2020
Q3 		$133K Sell
8,836
-238
-3% -$3.73K 0.04% 288
2020
Q2 		$147K Buy
9,074
+65
+0.7% +$1K 0.05% 270
2020
Q1 		$111K Buy
9,009
+142
+2% +$2.68K 0.05% 290
2019
Q4 		$189K Buy
8,867
+5,000
+129% +$103K 0.06% 287
2019
Q3 		$78K Buy
+3,867
New +$77.3K 0.02% 413

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Optimum Investment Advisors's GSBD Position: Q2 2025 in Review

Optimum Investment Advisors sold out of Goldman Sachs BDC (GSBD) in Q2 2025, closing a stake of 2,000 shares — an estimated $23.3K sold.

Optimum Investment Advisors first reported a position in GSBD in Q3 2019 and held it in 23 quarters. The position peaked at $189K in Q4 2019. 223 funds tracked by Wall St. Rank hold GSBD as of Q2 2025.

  • Optimum Investment Advisors reported no remaining Goldman Sachs BDC position as of Q2 2025 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,000 Goldman Sachs BDC shares in Q2 2025, an estimated $23.3K.
  • Optimum Investment Advisors first reported a position in Goldman Sachs BDC in Q3 2019 and held it in 23 quarters.
  • Optimum Investment Advisors's Goldman Sachs BDC position peaked at $189K in Q4 2019.
  • 223 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2025.

Based on Optimum Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.