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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

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 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. 18 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.
  • 18 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.