Gladstone Institutional Advisory’s Bit Digital BTBT Stock Holding History

Gladstone Institutional Advisory’s Portfolio BTBT Stock Details BTBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-19,735	Closed	-$37.3K	–	838
2025 Q4	$37.3K	Sell	19,735 -71,815	-78%	-$208K	﹤0.01%	784
2025 Q3	$275K	Buy	91,550 +31,550	+53%	+$95.7K	0.01%	675
2025 Q2	$131K	Buy	60,000 +44,000	+275%	+$97.2K	0.01%	733
2025 Q1	$32.3K	Sell	16,000 -4,100	-20%	-$11.8K	﹤0.01%	712
2024 Q4	$58.9K	Buy	+20,100	New	+$79K	﹤0.01%	690
2024 Q3	–	Sell	-38,000	Closed	-$121K	–	690
2024 Q2	$121K	Buy	38,000 +24,000	+171%	+$58.6K	0.01%	644
2024 Q1	$40.2K	Buy	14,000 +4,000	+40%	+$11K	﹤0.01%	633
2023 Q4	$42.3K	Buy	+10,000	New	+$26.1K	﹤0.01%	656

Other funds holding BTBT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return