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Lindbrook Capital’s Gladstone Investment Corp GAIN Stock Holding History

Lindbrook Capital’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
2025
Q1 		– Sell
-287
Closed -$3.8K – 2841
2024
Q4 		$3.8K Buy
287
+13
+5% +$178 ﹤0.01% 2104
2024
Q3 		$3.96K Sell
274
-285
-51% -$3.84K ﹤0.01% 2111
2024
Q2 		$7.82K Sell
559
-276
-33% -$3.88K ﹤0.01% 1767
2024
Q1 		$11.9K Sell
835
-33
-4% -$469 ﹤0.01% 1474
2023
Q4 		$12.3K Buy
868
+817
+1,602% +$11.3K ﹤0.01% 1435
2023
Q3 		$650 Buy
51
+23
+82% +$300 ﹤0.01% 2464
2023
Q2 		$365 Buy
+28
New +$368 ﹤0.01% 2568
2022
Q3 		– Sell
-88
Closed -$1.26K – 2724
2022
Q2 		$1K Buy
+88
New +$1.32K ﹤0.01% 2239

Other funds holding GAIN

MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Lindbrook Capital's GAIN Position: Q1 2025 in Review

Lindbrook Capital sold out of Gladstone Investment Corp (GAIN) in Q1 2025, closing a stake of 287 shares — an estimated $3.8K sold.

Lindbrook Capital first reported a position in GAIN in Q2 2022 and held it in 8 quarters. The position peaked at $12.3K in Q4 2023. 86 funds tracked by Wall St. Rank hold GAIN as of Q1 2025.

  • Lindbrook Capital reported no remaining Gladstone Investment Corp position as of Q1 2025 after selling out during the quarter.
  • Lindbrook Capital sold 287 Gladstone Investment Corp shares in Q1 2025, an estimated $3.8K.
  • Lindbrook Capital first reported a position in Gladstone Investment Corp in Q2 2022 and held it in 8 quarters.
  • Lindbrook Capital's Gladstone Investment Corp position peaked at $12.3K in Q4 2023.
  • 86 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.