Physician Wealth Advisors
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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
Q3 		$2.01K Buy
221
+3
+1% +$28 ﹤0.01% 1573
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

Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Lunate Capital
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $714M AUM 64.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Muzinich & Co
Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
American Financial Group
American Financial Group Cincinnati, Ohio $286M AUM 0.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Physician Wealth Advisors's GSBD Position: Q3 2026 in Review

Physician Wealth Advisors increased its Goldman Sachs BDC (GSBD) stake by 1.4% in Q3 2026, buying an estimated $28 and bringing the position to 221 shares worth $2.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Physician Wealth Advisors first reported a position in GSBD in Q1 2020 and has held it in 26 quarters since. The position peaked at $481K in Q3 2025. 151 funds tracked by Wall St. Rank hold GSBD as of Q3 2026.

  • Physician Wealth Advisors held 221 shares of Goldman Sachs BDC worth $2.01K as of Q3 2026.
  • Physician Wealth Advisors bought 3 Goldman Sachs BDC shares in Q3 2026, an estimated $28.
  • Goldman Sachs BDC made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1573 holding.
  • Physician Wealth Advisors first reported a position in Goldman Sachs BDC in Q1 2020 and has held it in 26 quarters since.
  • Physician Wealth Advisors's Goldman Sachs BDC position peaked at $481K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.