GLA
GLAD icon

Good Life Advisors’s Gladstone Capital GLAD Stock Holding History

Good Life 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
2025
Q2 		$305K Buy
11,307
+403
+4% +$10.4K 0.02% 401
2025
Q1 		$299K Buy
10,904
+1,893
+21% +$54K 0.02% 385
2024
Q4 		$256K Sell
9,011
-8,839
-50% -$229K 0.02% 400
2024
Q3 		$429K Buy
17,850
+8,979
+101% +$209K 0.03% 382
2024
Q2 		$206K Buy
8,871
+1,355
+18% +$29.5K 0.02% 428
2024
Q1 		$161K Buy
7,516
+38
+0.5% +$798 0.01% 442
2023
Q4 		$160K Buy
7,478
+52
+0.7% +$1.04K 0.02% 420
2023
Q3 		$143K Buy
7,426
+54
+0.7% +$1.12K 0.02% 398
2023
Q2 		$144K Buy
7,372
+50
+0.7% +$948 0.02% 399
2023
Q1 		$138K Buy
7,322
+45
+0.6% +$895 0.02% 379
2022
Q4 		$140K Buy
7,277
+41
+0.6% +$787 0.02% 344
2022
Q3 		$123K Buy
7,236
+140
+2% +$2.85K 0.02% 330
2022
Q2 		$143K Buy
7,096
+32
+0.5% +$725 0.02% 338
2022
Q1 		$167K Buy
7,064
+14
+0.2% +$314 0.02% 373
2021
Q4 		$163K Buy
7,050
+54
+0.8% +$1.25K 0.02% 378
2021
Q3 		$158K Buy
6,996
+45
+0.6% +$1.03K 0.02% 358
2021
Q2 		$159K Buy
6,951
+59
+0.9% +$1.3K 0.03% 306
2021
Q1 		$135K Buy
6,892
+62
+0.9% +$1.19K 0.03% 307
2020
Q4 		$122K Buy
6,830
+72
+1% +$1.17K 0.03% 266
2020
Q3 		$98K Sell
6,758
-1,027
-13% -$15.2K 0.03% 243
2020
Q2 		$113K Buy
7,785
+59
+0.8% +$783 0.03% 242
2020
Q1 		$87K Buy
7,726
+47
+0.6% +$844 0.03% 209
2019
Q4 		$151K Buy
7,679
+1,544
+25% +$31.1K 0.04% 253
2019
Q3 		$120K Buy
6,135
+36
+0.6% +$680 0.04% 253
2019
Q2 		$115K Buy
+6,099
New +$114K 0.03% 248

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Good Life Advisors's GLAD Position: Q2 2025 in Review

Good Life Advisors increased its Gladstone Capital (GLAD) stake by 3.7% in Q2 2025, buying an estimated $10.4K and bringing the position to 11,307 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #401.

Good Life Advisors first reported a position in GLAD in Q2 2019 and has held it in 25 quarters since. The position peaked at $429K in Q3 2024. 79 funds tracked by Wall St. Rank hold GLAD as of Q2 2025.

  • Good Life Advisors held 11,307 shares of Gladstone Capital worth $305K as of Q2 2025.
  • Good Life Advisors bought 403 Gladstone Capital shares in Q2 2025, an estimated $10.4K.
  • Gladstone Capital made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #401 holding.
  • Good Life Advisors first reported a position in Gladstone Capital in Q2 2019 and has held it in 25 quarters since.
  • Good Life Advisors's Gladstone Capital position peaked at $429K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.