your badges 52W Range $29–$40 70% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

GDLC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $36.69
Market Cap (MRQ) $447M
52W Range $29–$40

GDLC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

10-Year Performance Revenue, net income, margins and EPS trends

06
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Next Report Nov 03, 2026

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Balance Sheet 3
Metric Trend 202620252024202320222021
Total Assets $309M$777M$527M$273M$174M$367M
Total Liabilities $0$0$0$0$0$0
Shares Outstanding 11,717,40015,867,40015,867,40015,867,40015,867,40015,837,800

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
No data for this statement

Not enough fundamentals data to build this statement yet.

Institutional owners (13F) 84 filers · $55.2M total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 84
Value held $55.2M
New positions 11
Exited positions 14
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
11 (-12 vs prior Q) 14 (-8 vs prior Q) 17 (-6 vs prior Q) 18 (+8 vs prior Q) -34K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Cetera Investment Advisers $5,064,253 191,900 9.17% Shares
INDEPENDENT FINANCIAL GROUP, LLC $4,379,868 114,178 7.93% Shares
ENVESTNET ASSET MANAGEMENT INC $3,909,984 148,162 7.08% Shares
Rehmann Capital Advisory Group $3,869,729 146,490 7.01% Shares
BIP Wealth, LLC $2,832,119 73,830 5.13% Shares
Hartmann Taylor Wealth Management, LLC $2,803,617 73,087 5.08% Shares
Aries Wealth Management $2,256,911 58,835 4.09% Shares
Integrated Wealth Concepts LLC $2,235,761 84,720 4.05% Shares
DWM Financial Group, Inc. $1,998,349 48,359 3.62% Shares
Pasadena Private Wealth, LLC $1,649,164 62,492 2.99% Shares
Pathstone Holdings, LLC $1,641,563 62,204 2.97% Shares
U.S. Capital Wealth Advisors, LLC $1,624,032 52,069 2.94% Shares
DeDora Capital, Inc. $1,556,739 40,582 2.82% Shares
Arax Advisory Partners $1,375,262 52,113 2.49% Shares
Wealthspire Advisors, LLC $1,267,090 48,014 2.29% Shares
INTRINSIC EDGE CAPITAL MANAGEMENT LLC $1,202,513 45,567 2.18% Shares
Elyxium Wealth, LLC $1,166,413 30,407 2.11% Shares
Mariner, LLC $1,102,337 41,771 2.00% Shares
HORIZON KINETICS ASSET MANAGEMENT LLC $1,082,755 41,029 1.96% Shares
NAPA WEALTH MANAGEMENT $999,101 17,873 1.81% Shares
KMT WEALTH MANAGEMENT, LLC $963,341 36,504 1.74% Shares
Keystone Financial Services, LLC $913,200 34,604 1.65% Shares
Professional Financial Advisors, LLC $818,812 21,345 1.48% Shares
MATHER GROUP, LLC. $618,171 16,115 1.12% Shares
Modern Wealth Management, LLC $575,117 21,793 1.04% Shares
Prosperity Wealth Management, Inc. $533,069 12,900 0.97% Shares
Fortis Group Advisors, LLC $494,681 18,745 0.90% Shares
Rossmore Private Capital $485,254 12,650 0.88% Shares
HUNTINGTON NATIONAL BANK $408,140 15,566 0.74% Shares
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC $327,236 12,400 0.59% Shares
Formidable Asset Management, LLC $323,378 10,368 0.59% Shares
Soltis Investment Advisors LLC $307,745 11,661 0.56% Shares
Balboa Wealth Partners $302,541 7,887 0.55% Shares
Creative Planning $301,954 11,442 0.55% Shares
Visionary Wealth Advisors $290,818 11,020 0.53% Shares
Fort Point Capital Partners LLC $247,353 9,373 0.45% Shares
Farther Finance Advisors, LLC $233,843 6,096 0.42% Shares
KINGSWOOD WEALTH ADVISORS, LLC $231,963 6,047 0.42% Shares
MONETA GROUP INVESTMENT ADVISORS LLC $225,580 8,548 0.41% Shares
Avior Wealth Management, LLC $220,954 5,760 0.40% Shares
Alesco Advisors, LLC, An ESL Co $218,747 8,289 0.40% Shares
Claro Advisors Inc. $209,247 7,929 0.38% Shares
Burford Brothers, Inc. $208,256 5,429 0.38% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $207,074 5,580 0.38% Shares
COMMONWEALTH EQUITY SERVICES, LLC $200,270 7,589 0.36% Shares
OAKWORTH CAPITAL, INC. $176,686 4,606 0.32% Shares
OSAIC HOLDINGS, INC. $172,246 6,527 0.31% Shares
CIBC Private Wealth Group LLC $117,166 2,096 0.21% Shares
WOLFF WIESE MAGANA LLC $107,447 2,801 0.19% Shares
Benson Wealth Management INC $101,522 3,847 0.18% Shares

Show all 84 institutional owners →

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

Source: SEC 10-K filed Sep 3, 2026