IFP Advisors’s Gladstone Capital GLAD Stock Holding History

IFP 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 Q2	$893	Buy	46 +1	+2%	+$19	﹤0.01%	4532
2026 Q1	$781	Buy	45 +1	+2%	+$19	﹤0.01%	4295
2025 Q4	$909	Buy	44 +1	+2%	+$20	﹤0.01%	4104
2025 Q3	$940	Buy	43 +1	+2%	+$26	﹤0.01%	3985
2025 Q2	$1.15K	Buy	+42	New	+$1.09K	﹤0.01%	4174
2023 Q2	–	Sell	-500	Closed	-$9.11K	–	3499
2023 Q1	$9.11K	Hold	500	–	–	﹤0.01%	2328
2022 Q4	$9K	Hold	500	–	–	﹤0.01%	3447
2022 Q3	$9K	Hold	500	–	–	﹤0.01%	3713
2022 Q2	$9K	Hold	500	–	–	﹤0.01%	3465
2022 Q1	$9K	Buy	+500	New	+$11.2K	﹤0.01%	3465
2018 Q2	–	Sell	-2	Closed	–	–	3941
2018 Q1	$0	Hold	2	–	–	﹤0.01%	3778
2017 Q4	$0	Sell	2 -3,998	-100%	-$77K	﹤0.01%	3918
2017 Q3	$76K	Hold	4,000	–	–	﹤0.01%	1714
2017 Q2	$79K	Hold	4,000	–	–	﹤0.01%	1671
2017 Q1	$76K	Hold	4,000	–	–	﹤0.01%	1677
2016 Q4	$75K	Hold	4,000	–	–	﹤0.01%	1631
2016 Q3	$65K	Buy	4,000 +100	+3%	+$1.63K	﹤0.01%	1643
2016 Q2	$56K	Buy	+3,900	New	+$56.7K	﹤0.01%	1702
2016 Q1	–	Sell	-4,650	Closed	-$68K	–	2781
2015 Q4	$68K	Buy	+4,650	New	+$78K	﹤0.01%	1418

Other funds holding GLAD

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

IFP Advisors's GLAD Position: Q2 2026 in Review

IFP Advisors increased its Gladstone Capital (GLAD) stake by 2.2% in Q2 2026, buying an estimated $19 and bringing the position to 46 shares worth $893. The position accounts for ﹤0.01% of the portfolio, ranked #4532.

IFP Advisors first reported a position in GLAD in Q4 2015 and has held it in 19 quarters since. The position peaked at $79K in Q2 2017. 76 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

IFP Advisors held 46 shares of Gladstone Capital worth $893 as of Q2 2026.
IFP Advisors bought 1 Gladstone Capital share in Q2 2026, an estimated $19.
Gladstone Capital made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4532 holding.
IFP Advisors first reported a position in Gladstone Capital in Q4 2015 and has held it in 19 quarters since.
IFP Advisors's Gladstone Capital position peaked at $79K in Q2 2017.
76 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.