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Gladstone Institutional Advisory’s Dominari Holdings DOMH Stock Holding History

Gladstone Institutional Advisory’s Portfolio DOMH Stock Details DOMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24,000
Closed -$96K – 761
2025
Q1 		$96K Buy
+24,000
New +$115K ﹤0.01% 700

Other funds holding DOMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Gladstone Institutional Advisory's DOMH Position: Q2 2025 in Review

Gladstone Institutional Advisory sold out of Dominari Holdings (DOMH) in Q2 2025, closing a stake of 24,000 shares — an estimated $96K sold.

Gladstone Institutional Advisory first reported a position in DOMH in Q1 2025 and held it in 1 quarter. The position peaked at $96K in Q1 2025. 24 funds tracked by Wall St. Rank hold DOMH as of Q2 2025.

  • Gladstone Institutional Advisory reported no remaining Dominari Holdings position as of Q2 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 24,000 Dominari Holdings shares in Q2 2025, an estimated $96K.
  • Gladstone Institutional Advisory first reported a position in Dominari Holdings in Q1 2025 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Dominari Holdings position peaked at $96K in Q1 2025.
  • 24 funds tracked by Wall St. Rank held Dominari Holdings as of Q2 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.