WA
GSBD icon

Whipplewood Advisors’s Goldman Sachs BDC GSBD Stock Holding History

Whipplewood 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
2025
Q4 		– Sell
-1,259
Closed -$12.8K – 506
2025
Q3 		$12.8K Sell
1,259
-41,316
-97% -$470K 0.01% 261
2025
Q2 		$479K Buy
42,575
+42,068
+8,297% +$464K 0.26% 92
2025
Q1 		$455K Sell
507
-36,720
-99% -$459K 0.27% 88
2024
Q4 		$450K Buy
+37,227
New +$489K 0.26% 92

Other funds holding GSBD

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Whipplewood Advisors's GSBD Position: Q4 2025 in Review

Whipplewood Advisors sold out of Goldman Sachs BDC (GSBD) in Q4 2025, closing a stake of 1,259 shares — an estimated $12.8K sold.

Whipplewood Advisors first reported a position in GSBD in Q4 2024 and held it in 4 quarters. The position peaked at $479K in Q2 2025. 211 funds tracked by Wall St. Rank hold GSBD as of Q4 2025.

  • Whipplewood Advisors reported no remaining Goldman Sachs BDC position as of Q4 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 1,259 Goldman Sachs BDC shares in Q4 2025, an estimated $12.8K.
  • Whipplewood Advisors first reported a position in Goldman Sachs BDC in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Goldman Sachs BDC position peaked at $479K in Q2 2025.
  • 211 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q4 2025.

Based on Whipplewood Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.