Summit Trail Advisors »

Goldmansachsbdc shares owned by Summit Trail Advisors

Quarter-by-quarter ownership of Goldmansachsbdc (GSBD) shares owned by Summit Trail Advisors from 13F filings

Historical chart of Summit Trail Advisors investment in Goldmansachsbdc

Tip: Access up to 7 years of quarterly data

All positions including Goldmansachsbdc held by Summit Trail Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Goldmansachsbdc by Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $582k 41k 14.21
2024-06-30 $634k 41k 15.48

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Broadcom (AVGO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Aon Shs Cl A (AON)

View all positions for Summit Trail Advisors

Top funds holding Goldmansachsbdc

Goldman Sachs Group
Morgan Stanley
Van Eck Associates Corp.
Raymond James Financial Services Advisors
Invesco
Advisors Capital Management
Bank of America Corporation
Envestnet Asset Management
Raymond James & Associates
Royal Bank of Canada
Creative Planning
Icapital Wealth
Qube Research & Technologies
Cetera Investment Advisers
Shikiar Asset Management

View all funds holding Goldmansachsbdc