Sound Income Strategies’s Gladstone Investment Corp GAIN Stock Holding History

Sound Income Strategies’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	$162K	Sell	10,456 -284	-3%	-$4.46K	0.01%	473
2026 Q1	$154K	Hold	10,740	–	–	0.01%	481
2025 Q4	$151K	Buy	+10,740	New	+$149K	0.01%	485
2025 Q2	–	Sell	-14,831	Closed	-$198K	–	1650
2025 Q1	$198K	Buy	14,831 +185	+1%	+$2.48K	0.01%	285
2024 Q4	$194K	Sell	14,646 -823	-5%	-$11.2K	0.01%	254
2024 Q3	$224K	Sell	15,469 -8,402	-35%	-$113K	0.01%	233
2024 Q2	$334K	Sell	23,871 -3,892	-14%	-$54.7K	0.02%	184
2024 Q1	$395K	Sell	27,763 -3,360	-11%	-$47.7K	0.03%	166
2023 Q4	$440K	Buy	+31,123	New	+$430K	0.04%	144
2019 Q2	–	Sell	-54,076	Closed	-$627K	–	695
2019 Q1	$627K	Buy	54,076 +9	+0%	+$101	0.29%	37
2018 Q4	$504K	Sell	54,067 -1,327	-2%	-$13.3K	0.26%	37
2018 Q3	$633K	Sell	55,394 -192	-0.3%	-$2.27K	0.31%	38
2018 Q2	$654K	Sell	55,586 -1,606	-3%	-$18.1K	0.38%	36
2018 Q1	$578K	Buy	57,192 +359	+0.6%	+$3.75K	0.38%	34
2017 Q4	$594K	Buy	+56,833	New	+$602K	0.39%	39

Other funds holding GAIN

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sound Income Strategies's GAIN Position: Q2 2026 in Review

Sound Income Strategies reduced its Gladstone Investment Corp (GAIN) stake by 2.6% in Q2 2026, selling an estimated $4.46K and leaving 10,456 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #473.

Sound Income Strategies first reported a position in GAIN in Q4 2017 and has held it in 15 quarters since. The position peaked at $654K in Q2 2018. 93 funds tracked by Wall St. Rank hold GAIN as of Q2 2026.

Sound Income Strategies held 10,456 shares of Gladstone Investment Corp worth $162K as of Q2 2026.
Sound Income Strategies sold 284 Gladstone Investment Corp shares in Q2 2026, an estimated $4.46K.
Gladstone Investment Corp made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #473 holding.
Sound Income Strategies first reported a position in Gladstone Investment Corp in Q4 2017 and has held it in 15 quarters since.
Sound Income Strategies's Gladstone Investment Corp position peaked at $654K in Q2 2018.
93 funds tracked by Wall St. Rank held Gladstone Investment Corp as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.