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Integrated Wealth Concepts’s Gladstone Investment Corp GAIN Stock Holding History

Integrated Wealth Concepts’s Portfolio GAIN Stock Details GAIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$123K Buy
+7,962
New +$125K ﹤0.01% 2656

Other funds holding GAIN

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Integrated Wealth Concepts's GAIN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Gladstone Investment Corp (GAIN) in Q2 2026: 7,962 shares worth $123K. The stake represents ﹤0.01% of the portfolio and ranks #2656 among its holdings.

94 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

  • Integrated Wealth Concepts held 7,962 shares of Gladstone Investment Corp worth $123K as of Q2 2026.
  • Gladstone Investment Corp was a new Integrated Wealth Concepts position in Q2 2026.
  • Gladstone Investment Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2656 holding.
  • 94 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.