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Gladstone Institutional Advisory’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

Gladstone Institutional Advisory’s Portfolio GOF Stock Details GOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,558
Closed -$127K – 908
2026
Q1 		$127K Buy
+11,558
New +$139K ﹤0.01% 813
2023
Q1 		– Sell
-10,235
Closed -$156K – 680
2022
Q4 		$156K Sell
10,235
-350
-3% -$5.51K 0.01% 612
2022
Q3 		$163K Buy
+10,585
New +$176K 0.01% 598

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
EPG
Estate Planners Group Yardley, Pennsylvania $221M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.85B AUM 60.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $1.04B AUM 52.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Gladstone Institutional Advisory sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2026, closing a stake of 11,558 shares — an estimated $127K sold.

Gladstone Institutional Advisory first reported a position in GOF in Q3 2022 and held it in 3 quarters. The position peaked at $163K in Q3 2022. 213 funds tracked by Wall St. Rank hold GOF as of Q2 2026.

  • Gladstone Institutional Advisory reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 11,558 Guggenheim Strategic Opportunities Fund shares in Q2 2026, an estimated $127K.
  • Gladstone Institutional Advisory first reported a position in Guggenheim Strategic Opportunities Fund in Q3 2022 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Guggenheim Strategic Opportunities Fund position peaked at $163K in Q3 2022.
  • 213 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2026.

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