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Sound Income Strategies’s Gladstone Capital GLAD Stock Holding History

Sound Income Strategies’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 		– Sell
-6,771
Closed -$118K – 1229
2026
Q1 		$118K Hold
6,771
– – 0.01% 544
2025
Q4 		$143K Buy
+6,771
New +$137K 0.01% 494
2018
Q4 		– Sell
-420
Closed -$8K – 711
2018
Q3 		$8K Hold
420
– – ﹤0.01% 383
2018
Q2 		$8K Buy
+420
New +$7.5K ﹤0.01% 351

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 $2.57B AUM 28.13% 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

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

Sound Income Strategies sold out of Gladstone Capital (GLAD) in Q2 2026, closing a stake of 6,771 shares — an estimated $118K sold.

Sound Income Strategies first reported a position in GLAD in Q2 2018 and held it in 4 quarters. The position peaked at $143K in Q4 2025. 76 funds tracked by Wall St. Rank hold GLAD as of Q2 2026.

  • Sound Income Strategies reported no remaining Gladstone Capital position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 6,771 Gladstone Capital shares in Q2 2026, an estimated $118K.
  • Sound Income Strategies first reported a position in Gladstone Capital in Q2 2018 and held it in 4 quarters.
  • Sound Income Strategies's Gladstone Capital position peaked at $143K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Gladstone Capital as of Q2 2026.

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