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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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Gladstone Institutional Advisory's IBIT Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares Bitcoin Trust (IBIT) stake by 1.9% in Q2 2026, selling an estimated $29.1K and leaving 36,709 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #378.

Gladstone Institutional Advisory first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q3 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Gladstone Institutional Advisory held 36,709 shares of iShares Bitcoin Trust worth $1.22M as of Q2 2026.
  • Gladstone Institutional Advisory sold 715 iShares Bitcoin Trust shares in Q2 2026, an estimated $29.1K.
  • iShares Bitcoin Trust made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #378 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Gladstone Institutional Advisory's iShares Bitcoin Trust position peaked at $2.07M in Q3 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.