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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

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 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. 517 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.
  • 517 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.