VSM Wealth Advisory’s Goldman Sachs BDC GSBD Stock Holding History

VSM Wealth Advisory’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	$176	Buy	19 +1	+6%	+$9	﹤0.01%	494
2026 Q1	$160	Buy	+18	New	+$166	﹤0.01%	489

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

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

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

Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return

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

Lalia Capital New York $206M AUM

VSM Wealth Advisory's GSBD Position: Q2 2026 in Review

VSM Wealth Advisory increased its Goldman Sachs BDC (GSBD) stake by 5.6% in Q2 2026, buying an estimated $9 and bringing the position to 19 shares worth $176. The position accounts for ﹤0.01% of the portfolio, ranked #494.

VSM Wealth Advisory first reported a position in GSBD in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold GSBD as of Q2 2026.

VSM Wealth Advisory held 19 shares of Goldman Sachs BDC worth $176 as of Q2 2026.
VSM Wealth Advisory bought 1 Goldman Sachs BDC share in Q2 2026, an estimated $9.
Goldman Sachs BDC made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #494 holding.
VSM Wealth Advisory first reported a position in Goldman Sachs BDC in Q1 2026 and has held it in 2 quarters since.
206 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.