U.S. Capital Wealth Advisors’s Goldman Sachs BDC GSBD Stock Holding History

U.S. Capital 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 Q1	$479K	Buy	53,977 +23,674	+78%	+$219K	0.01%	687
2025 Q4	$281K	Buy	30,303 +17,703	+141%	+$174K	0.01%	828
2025 Q3	$128K	Hold	12,600	–	–	﹤0.01%	917
2025 Q2	$142K	Buy	+12,600	New	+$139K	﹤0.01%	859

Other funds holding GSBD

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

U.S. Capital Wealth Advisors's GSBD Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Goldman Sachs BDC (GSBD) stake by 78% in Q1 2026, buying an estimated $219K and bringing the position to 53,977 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #687.

U.S. Capital Wealth Advisors first reported a position in GSBD in Q2 2025 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold GSBD as of Q1 2026.

U.S. Capital Wealth Advisors held 53,977 shares of Goldman Sachs BDC worth $479K as of Q1 2026.
U.S. Capital Wealth Advisors bought 23,674 Goldman Sachs BDC shares in Q1 2026, an estimated $219K.
Goldman Sachs BDC made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #687 holding.
U.S. Capital Wealth Advisors first reported a position in Goldman Sachs BDC in Q2 2025 and has held it in 4 quarters since.
200 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.