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THE GDL FUND Closed-End fund shares owned by Evolve Private Wealth

Quarter-by-quarter ownership of THE GDL FUND Closed-End fund (GDL) shares owned by Evolve Private Wealth from 13F filings

Historical chart of Evolve Private Wealth investment in THE GDL FUND Closed-End fund

Tip: Access up to 7 years of quarterly data

All positions including THE GDL FUND Closed-End fund held by Evolve Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in THE GDL FUND Closed-End fund by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $162k 19k 8.33

More positions owned by Evolve Private Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr International Sl (ISCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Emng Mkts Eqt (EMGF)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

Top funds holding THE GDL FUND Closed-End fund

Gabelli Securities
Colony
GAMCO Asset Management
Brooklyn Capital Management
Ancora Advisors
Cornerstone Advisors
Goss Wealth Management
Zazove Associates
CSS
Envestnet Asset Management
Blue Bell Private Wealth Management
GatePass Capital
Stifel Financial
Evolve Private Wealth
Deschutes Portfolio Strategy

View all funds holding THE GDL FUND Closed-End fund