Physician Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Physician Wealth 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	$2.07K	Sell	218 -111	-34%	-$1.03K	﹤0.01%	1490
2026 Q1	$2.92K	Sell	329 -47,100	-99%	-$435K	﹤0.01%	1191
2025 Q4	$440K	Buy	47,429 +110	+0.2%	+$1.08K	0.06%	115
2025 Q3	$481K	Buy	47,319 +47,100	+21,507%	+$536K	0.07%	110
2025 Q2	$2.46K	Hold	219	–	–	﹤0.01%	975
2025 Q1	$2.55K	Sell	219 -17,292	-99%	-$216K	﹤0.01%	830
2024 Q4	$212K	Buy	17,511 +4,583	+35%	+$60.2K	0.04%	173
2024 Q3	$175K	Buy	12,928 +415	+3%	+$6.03K	0.03%	181
2024 Q2	$193K	Buy	12,513 +347	+3%	+$5.33K	0.04%	179
2024 Q1	$182K	Buy	12,166 +345	+3%	+$5.22K	0.04%	174
2023 Q4	$178K	Buy	11,821 +373	+3%	+$5.41K	0.04%	165
2023 Q3	$161K	Buy	11,448 +339	+3%	+$4.88K	0.04%	146
2023 Q2	$154K	Buy	11,109 +346	+3%	+$4.7K	0.04%	147
2023 Q1	$149K	Buy	10,763 +343	+3%	+$5.12K	0.04%	149
2022 Q4	$159K	Buy	10,420 +296	+3%	+$4.45K	0.04%	147
2022 Q3	$152K	Buy	+10,124	New	+$171K	0.05%	143
2022 Q2	–	Sell	-10,012	Closed	-$192K	–	154
2022 Q1	$192K	Hold	10,012	–	–	0.05%	153
2021 Q4	$194K	Sell	10,012 -2,440	-20%	-$46.3K	0.05%	158
2021 Q3	$236K	Buy	12,452 +1,165	+10%	+$22.3K	0.06%	141
2021 Q2	$215K	Hold	11,287	–	–	0.06%	143
2021 Q1	$223K	Buy	11,287 +798	+8%	+$14.9K	0.07%	131
2020 Q4	$189K	Hold	10,489	–	–	0.06%	140
2020 Q3	$164K	Hold	10,489	–	–	0.07%	126
2020 Q2	$171K	Sell	10,489 -33	-0.3%	-$509	0.07%	131
2020 Q1	$143K	Buy	+10,522	New	+$199K	0.07%	104

Other funds holding GSBD

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIC

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Physician Wealth Advisors's GSBD Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Goldman Sachs BDC (GSBD) stake by 34% in Q2 2026, selling an estimated $1.03K and leaving 218 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Physician Wealth Advisors first reported a position in GSBD in Q1 2020 and has held it in 25 quarters since. The position peaked at $481K in Q3 2025. 28 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

Physician Wealth Advisors held 218 shares of Goldman Sachs BDC worth $2.07K as of Q2 2026.
Physician Wealth Advisors sold 111 Goldman Sachs BDC shares in Q2 2026, an estimated $1.03K.
Goldman Sachs BDC made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1490 holding.
Physician Wealth Advisors first reported a position in Goldman Sachs BDC in Q1 2020 and has held it in 25 quarters since.
Physician Wealth Advisors's Goldman Sachs BDC position peaked at $481K in Q3 2025.
28 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.