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THE GDL FUND Closed-End fund shares owned by Independent Advisor Alliance

Quarter-by-quarter ownership of THE GDL FUND Closed-End fund (GDL) shares owned by Independent Advisor Alliance from 13F filings

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.2M 385k 8.33
2024-12-31 $4.9M 613k 8.02
2019-12-31 $145k 16k 9.32

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
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Microsoft Corporation (MSFT)
Amazon (AMZN)
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Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

Top funds holding THE GDL FUND Closed-End fund

Gabelli Securities
Colony
Morgan Stanley
GAMCO Asset Management
Brooklyn Capital Management
Independent Advisor Alliance
Ancora Advisors
Bank of America Corporation
Goss Wealth Management
Zazove Associates
CSS
Envestnet Asset Management
Blue Bell Private Wealth Management
GatePass Capital
Evolve Private Wealth

View all funds holding THE GDL FUND Closed-End fund