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Integrated Wealth Concepts’s Gladstone Capital GLAD Stock Holding History

Integrated Wealth Concepts’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 		$9.71K Buy
+500
New +$9.48K ﹤0.01% 4580

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Two Sigma Investments
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Millennium Management
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

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

Integrated Wealth Concepts opened a new position in Gladstone Capital (GLAD) in Q2 2026: 500 shares worth $9.71K. The stake represents ﹤0.01% of the portfolio and ranks #4580 among its holdings.

77 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Integrated Wealth Concepts held 500 shares of Gladstone Capital worth $9.71K as of Q2 2026.
  • Gladstone Capital was a new Integrated Wealth Concepts position in Q2 2026.
  • Gladstone Capital made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4580 holding.
  • 77 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

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