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Aventura Private Wealth’s Gladstone Capital GLAD Stock Holding History

Aventura Private Wealth’s Portfolio GLAD Stock Details GLAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-606
Closed -$13.3K – 877
2025
Q3 		$13.3K Hold
606
– – ﹤0.01% 455
2025
Q2 		$16.3K Hold
606
– – 0.01% 410
2025
Q1 		$16.6K Hold
606
– – 0.01% 383
2024
Q4 		$17.2K Buy
+606
New +$15.7K 0.01% 373

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

Aventura Private Wealth's GLAD Position: Q4 2025 in Review

Aventura Private Wealth sold out of Gladstone Capital (GLAD) in Q4 2025, closing a stake of 606 shares — an estimated $13.3K sold.

Aventura Private Wealth first reported a position in GLAD in Q4 2024 and held it in 4 quarters. The position peaked at $17.2K in Q4 2024. 89 funds tracked by Wall St. Rank hold GLAD as of Q4 2025.

  • Aventura Private Wealth reported no remaining Gladstone Capital position as of Q4 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 606 Gladstone Capital shares in Q4 2025, an estimated $13.3K.
  • Aventura Private Wealth first reported a position in Gladstone Capital in Q4 2024 and held it in 4 quarters.
  • Aventura Private Wealth's Gladstone Capital position peaked at $17.2K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2025.

Based on Aventura Private Wealth's 13F filing for Q4 2025, filed 7 Jan 2026.