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TrueMark Investments’s Gladstone Capital GLAD Stock Holding History

TrueMark Investments’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
Q1 		– Sell
-25,926
Closed -$737K – 228
2024
Q4 		$737K Sell
25,926
-344
-1% -$8.92K 0.24% 94
2024
Q3 		$632K Sell
26,270
-36,064
-58% -$840K 0.2% 107
2024
Q2 		$1.45M Buy
+62,334
New +$1.36M 0.5% 72

Other funds holding GLAD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

TrueMark Investments's GLAD Position: Q1 2025 in Review

TrueMark Investments sold out of Gladstone Capital (GLAD) in Q1 2025, closing a stake of 25,926 shares — an estimated $737K sold.

TrueMark Investments first reported a position in GLAD in Q2 2024 and held it in 3 quarters. The position peaked at $1.45M in Q2 2024. 73 funds tracked by Wall St. Rank hold GLAD as of Q1 2025.

  • TrueMark Investments reported no remaining Gladstone Capital position as of Q1 2025 after selling out during the quarter.
  • TrueMark Investments sold 25,926 Gladstone Capital shares in Q1 2025, an estimated $737K.
  • TrueMark Investments first reported a position in Gladstone Capital in Q2 2024 and held it in 3 quarters.
  • TrueMark Investments's Gladstone Capital position peaked at $1.45M in Q2 2024.
  • 73 funds tracked by Wall St. Rank held Gladstone Capital as of Q1 2025.

Based on TrueMark Investments's 13F filing for Q1 2025, filed 22 Apr 2025.