Gladstone Institutional Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.9M	Buy	40,066 +3,357	+9%	+$135K	0.05%	326
2026 Q2	$1.22M	Sell	36,709 -715	-2%	-$29.1K	0.04%	378
2026 Q1	$1.44M	Sell	37,424 -1,703	-4%	-$73.7K	0.05%	310
2025 Q4	$1.94M	Buy	39,127 +7,217	+23%	+$410K	0.07%	257
2025 Q3	$2.07M	Buy	31,910 +2,771	+10%	+$180K	0.08%	238
2025 Q2	$1.78M	Buy	29,139 +13,333	+84%	+$747K	0.07%	254
2025 Q1	$740K	Buy	15,806 +7,282	+85%	+$386K	0.03%	385
2024 Q4	$452K	Buy	+8,524	New	+$402K	0.02%	491

Other funds holding IBIT

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Avenir Tech Hong Kong $646M AUM 20.82% 1-Year Est. Return

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return

Gladstone Institutional Advisory's IBIT Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its iShares Bitcoin Trust (IBIT) stake by 9.1% in Q3 2026, buying an estimated $135K and bringing the position to 40,066 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #326.

Gladstone Institutional Advisory first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.07M in Q3 2025. 1,409 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Gladstone Institutional Advisory held 40,066 shares of iShares Bitcoin Trust worth $1.9M as of Q3 2026.
Gladstone Institutional Advisory bought 3,357 iShares Bitcoin Trust shares in Q3 2026, an estimated $135K.
iShares Bitcoin Trust made up 0.05% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #326 holding.
Gladstone Institutional Advisory first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
Gladstone Institutional Advisory's iShares Bitcoin Trust position peaked at $2.07M in Q3 2025.
1,409 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.