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Private Advisor Group’s Gladstone Capital GLAD Stock Holding History

Private Advisor Group’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
2025
Q4 		– Sell
-10,460
Closed -$229K – 2675
2025
Q3 		$229K Hold
10,460
– – ﹤0.01% 2251
2025
Q2 		$282K Hold
10,460
– – ﹤0.01% 2017
2025
Q1 		$287K Hold
10,460
– – ﹤0.01% 1900
2024
Q4 		$297K Buy
10,460
+279
+3% +$7.23K ﹤0.01% 1861
2024
Q3 		$245K Sell
10,181
-109
-1% -$2.54K ﹤0.01% 2080
2024
Q2 		$239K Buy
10,290
+498
+5% +$10.9K ﹤0.01% 2041
2024
Q1 		$210K Hold
9,792
– – ﹤0.01% 2083
2023
Q4 		$210K Buy
9,792
+820
+9% +$16.4K ﹤0.01% 2016
2023
Q3 		$173K Buy
8,972
+230
+3% +$4.76K ﹤0.01% 1900
2023
Q2 		$171K Hold
8,742
– – ﹤0.01% 1870
2023
Q1 		$164K Hold
8,742
– – ﹤0.01% 1815
2022
Q4 		$168 Buy
8,742
+500
+6% +$9.6K ﹤0.01% 1535
2022
Q3 		$140K Buy
8,242
+500
+6% +$10.2K ﹤0.01% 1734
2022
Q2 		$156K Buy
7,742
+2,000
+35% +$45.3K ﹤0.01% 1892
2022
Q1 		$135K Buy
5,742
+500
+10% +$11.2K ﹤0.01% 1960
2021
Q4 		$121K Hold
5,242
– – ﹤0.01% 1996
2021
Q3 		$118K Buy
+5,242
New +$121K ﹤0.01% 1934
2020
Q3 		– Sell
-242
Closed -$4K – 2323
2020
Q2 		$4K Buy
+242
New +$3.21K ﹤0.01% 3331

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Private Advisor Group's GLAD Position: Q4 2025 in Review

Private Advisor Group sold out of Gladstone Capital (GLAD) in Q4 2025, closing a stake of 10,460 shares — an estimated $229K sold.

Private Advisor Group first reported a position in GLAD in Q2 2020 and held it in 18 quarters. The position peaked at $297K in Q4 2024. 89 funds tracked by Wall St. Rank hold GLAD as of Q4 2025.

  • Private Advisor Group reported no remaining Gladstone Capital position as of Q4 2025 after selling out during the quarter.
  • Private Advisor Group sold 10,460 Gladstone Capital shares in Q4 2025, an estimated $229K.
  • Private Advisor Group first reported a position in Gladstone Capital in Q2 2020 and held it in 18 quarters.
  • Private Advisor Group's Gladstone Capital position peaked at $297K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2025.

Based on Private Advisor Group's 13F filing for Q4 2025, filed 17 Feb 2026.