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Closed-End Fund Advisors’s Gladstone Capital GLAD Stock Holding History

Closed-End Fund Advisors’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
2026
Q1 		– Sell
-26,694
Closed -$551K – 171
2025
Q4 		$551K Buy
+26,694
New +$540K 0.33% 80

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
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Closed-End Fund Advisors's GLAD Position: Q1 2026 in Review

Closed-End Fund Advisors sold out of Gladstone Capital (GLAD) in Q1 2026, closing a stake of 26,694 shares — an estimated $551K sold.

Closed-End Fund Advisors first reported a position in GLAD in Q4 2025 and held it in 1 quarter. The position peaked at $551K in Q4 2025. 82 funds tracked by Wall St. Rank hold GLAD as of Q1 2026.

  • Closed-End Fund Advisors reported no remaining Gladstone Capital position as of Q1 2026 after selling out during the quarter.
  • Closed-End Fund Advisors sold 26,694 Gladstone Capital shares in Q1 2026, an estimated $551K.
  • Closed-End Fund Advisors first reported a position in Gladstone Capital in Q4 2025 and held it in 1 quarter.
  • Closed-End Fund Advisors's Gladstone Capital position peaked at $551K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2026.

Based on Closed-End Fund Advisors's 13F filing for Q1 2026, filed 11 May 2026.