Position in GSBD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,066
-$855 QoQ
Shares Held
218
-33.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#198
of 206 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GSBD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $1,812,303 across 59 Asset Management names. GSBD ranks #44 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
350 | $336,546 | |
| 2 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
29,367 | $231,411 | |
| 3 | PSF |
Cohen & Steers Select Preferred & Income Fund, Inc.
|
11,140 | $224,248 | |
| 4 | PCM |
Pcm Fund, Inc.
|
27,330 | $152,501 | |
| 5 | BX |
Blackstone Inc.
|
1,127 | $132,614 | |
| 6 | BTZ |
Blackrock Credit Allocation Income Trust
|
10,000 | $102,200 | |
| 7 | ARCC |
Ares Capital Corp
|
4,190 | $77,640 | |
| 8 | BXSL |
Blackstone Secured Lending Fund
|
3,000 | $71,130 |
All Filings in GSBD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,066 | 218 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,921 | 329 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $440,141 | 47,429 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $481,234 | 47,319 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,463 | 219 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,546 | 219 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $211,883 | 17,511 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $177,889 | 12,928 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $188,070 | 12,513 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $182,246 | 12,166 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $173,177 | 11,821 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $166,682 | 11,448 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $153,970 | 11,109 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $146,914 | 10,763 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $142,962 | 10,420 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $146,291 | 10,124 | Shares | Sole | 2022-10-06 | |
| 2022-03-31 | $196,335 | 10,012 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $191,829 | 10,012 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $228,494 | 12,452 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $221,225 | 11,287 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $218,177 | 11,287 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $200,549 | 10,489 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $157,754 | 10,489 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $170,236 | 10,489 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $129,736 | 10,522 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||