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WA
Wealth Architects’s
Goldman Sachs BDC
GSBD
Stock Holding History
Wealth Architects’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
$183K
Hold
20,615
–
–
0.02%
238
2025
Q4
$191K
Hold
20,615
–
–
0.02%
235
2025
Q3
$210K
Hold
20,615
–
–
0.02%
221
2025
Q2
$232K
Hold
20,615
–
–
0.02%
195
2025
Q1
$240K
Hold
20,615
–
–
0.03%
200
2024
Q4
$249K
Hold
20,615
–
–
0.03%
185
2024
Q3
$284K
Hold
20,615
–
–
0.03%
171
2024
Q2
$310K
Hold
20,615
–
–
0.04%
159
2024
Q1
$309K
Hold
20,615
–
–
0.04%
156
2023
Q4
$302K
Hold
20,615
–
–
0.04%
154
2023
Q3
$300K
Hold
20,615
–
–
0.05%
143
2023
Q2
$286K
Hold
20,615
–
–
0.05%
148
2023
Q1
$281K
Hold
20,615
–
–
0.05%
144
2022
Q4
$283K
Hold
20,615
–
–
0.05%
141
2022
Q3
$298K
Hold
20,615
–
–
0.06%
128
2022
Q2
$346K
Hold
20,615
–
–
0.07%
129
2022
Q1
$404K
Hold
20,615
–
–
0.07%
129
2021
Q4
$395K
Hold
20,615
–
–
0.07%
133
2021
Q3
$378K
Buy
20,615
+6,873
+50%
+$131K
0.07%
123
2021
Q2
$269K
Buy
+13,742
New
+$272K
0.05%
144
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1-Year Est. Return
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13.39%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
GAM
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$4.79B AUM
26.21%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
AM
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Los Angeles, California
$1.52B AUM
12.97%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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