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Belpointe Asset Management’s Gladstone Capital GLAD Stock Holding History

Belpointe Asset Management’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
Q3 		– Sell
-8,455
Closed -$228K – 1007
2025
Q2 		$228K Buy
8,455
+1,008
+14% +$26.1K 0.01% 837
2025
Q1 		$204K Buy
+7,447
New +$212K 0.01% 859

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DADC
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Goldman Sachs
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DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Belpointe Asset Management's GLAD Position: Q3 2025 in Review

Belpointe Asset Management sold out of Gladstone Capital (GLAD) in Q3 2025, closing a stake of 8,455 shares — an estimated $228K sold.

Belpointe Asset Management first reported a position in GLAD in Q1 2025 and held it in 2 quarters. The position peaked at $228K in Q2 2025. 87 funds tracked by Wall St. Rank hold GLAD as of Q3 2025.

  • Belpointe Asset Management reported no remaining Gladstone Capital position as of Q3 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 8,455 Gladstone Capital shares in Q3 2025, an estimated $228K.
  • Belpointe Asset Management first reported a position in Gladstone Capital in Q1 2025 and held it in 2 quarters.
  • Belpointe Asset Management's Gladstone Capital position peaked at $228K in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Gladstone Capital as of Q3 2025.

Based on Belpointe Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.