Gladstone Institutional Advisory’s Gabelli Dividend & Income Trust GDV Stock Holding History

Gladstone Institutional Advisory’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$238K	Buy	8,086 +31	+0.4%	+$897	0.01%	812
2026 Q1	$217K	Buy	8,055 +32	+0.4%	+$903	0.01%	777
2025 Q4	$223K	Buy	8,023 +29	+0.4%	+$786	0.01%	725
2025 Q3	$217K	Buy	7,994 +30	+0.4%	+$800	0.01%	741
2025 Q2	$207K	Buy	+7,964	New	+$192K	0.01%	708

Other funds holding GDV

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

Gladstone Institutional Advisory's GDV Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Gabelli Dividend & Income Trust (GDV) stake by 0.38% in Q2 2026, buying an estimated $897 and bringing the position to 8,086 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #812.

Gladstone Institutional Advisory first reported a position in GDV in Q2 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold GDV as of Q2 2026.

Gladstone Institutional Advisory held 8,086 shares of Gabelli Dividend & Income Trust worth $238K as of Q2 2026.
Gladstone Institutional Advisory bought 31 Gabelli Dividend & Income Trust shares in Q2 2026, an estimated $897.
Gabelli Dividend & Income Trust made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #812 holding.
Gladstone Institutional Advisory first reported a position in Gabelli Dividend & Income Trust in Q2 2025 and has held it in 5 quarters since.
64 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.