IAA
GDL

Independent Advisor Alliance’s GDL Fund GDL Stock Holding History

Independent Advisor Alliance’s Portfolio GDL Stock Details GDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.21M Buy
+384,932
New +$3.26M 0.03% 426
2025
Q1 		– Sell
-613,445
Closed -$4.92M – 1025
2024
Q4 		$4.92M Buy
+613,445
New +$4.97M 0.07% 273
2020
Q1 		– Sell
-15,550
Closed -$145K – 573
2019
Q4 		$145K Buy
+15,550
New +$143K 0.01% 846

Other funds holding GDL

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Independent Advisor Alliance's GDL Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in GDL Fund (GDL) in Q1 2026: 384,932 shares worth $3.21M. The stake represents 0.03% of the portfolio and ranks #426 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in GDL as recently as Q4 2024.

Independent Advisor Alliance first reported a position in GDL in Q4 2019 and has held it in 3 quarters since. The position peaked at $4.92M in Q4 2024. 31 funds tracked by Wall St. Rank hold GDL as of Q1 2026.

  • Independent Advisor Alliance held 384,932 shares of GDL Fund worth $3.21M as of Q1 2026.
  • GDL Fund was a new Independent Advisor Alliance position in Q1 2026.
  • GDL Fund made up 0.03% of Independent Advisor Alliance's portfolio in Q1 2026, its #426 holding.
  • Independent Advisor Alliance first reported a position in GDL Fund in Q4 2019 and has held it in 3 quarters since.
  • Independent Advisor Alliance's GDL Fund position peaked at $4.92M in Q4 2024.
  • 31 funds tracked by Wall St. Rank held GDL Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.