WealthCollab’s Gladstone Capital GLAD Stock Holding History

WealthCollab’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	-170	Closed	-$3.72K	–	1055
2025 Q3	$3.72K	Hold	170	–	–	﹤0.01%	733
2025 Q2	$4.58K	Buy	+170	New	+$4.4K	﹤0.01%	653

Other funds holding GLAD

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DnB Asset Management Oslo, Norway $35.7B AUM 27.58% 1-Year Est. Return

WealthCollab's GLAD Position: Q4 2025 in Review

WealthCollab sold out of Gladstone Capital (GLAD) in Q4 2025, closing a stake of 170 shares — an estimated $3.72K sold.

WealthCollab first reported a position in GLAD in Q2 2025 and held it in 2 quarters. The position peaked at $4.58K in Q2 2025. 89 funds tracked by Wall St. Rank hold GLAD as of Q4 2025.

WealthCollab reported no remaining Gladstone Capital position as of Q4 2025 after selling out during the quarter.
WealthCollab sold 170 Gladstone Capital shares in Q4 2025, an estimated $3.72K.
WealthCollab first reported a position in Gladstone Capital in Q2 2025 and held it in 2 quarters.
WealthCollab's Gladstone Capital position peaked at $4.58K in Q2 2025.
89 funds tracked by Wall St. Rank held Gladstone Capital as of Q4 2025.

Based on WealthCollab's 13F filing for Q4 2025, filed 27 Jan 2026.