Gladstone Institutional Advisory’s iShares Global Clean Energy ETF ICLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-10,636	Closed	-$195K	–	910
2026 Q1	$195K	Buy	+10,636	New	+$194K	0.01%	803
2024 Q1	–	Sell	-11,676	Closed	-$182K	–	670
2023 Q4	$182K	Sell	11,676 -1,902	-14%	-$26.8K	0.01%	630
2023 Q3	$199K	Sell	13,578 -2,690	-17%	-$45.1K	0.01%	581
2023 Q2	$299K	Sell	16,268 -4,580	-22%	-$86.1K	0.02%	523
2023 Q1	$412K	Sell	20,848 -19,590	-48%	-$388K	0.03%	452
2022 Q4	$803K	Sell	40,438 -8,695	-18%	-$171K	0.06%	317
2022 Q3	$938K	Buy	49,133 +8,132	+20%	+$173K	0.07%	280
2022 Q2	$781K	Sell	41,001 -2,356	-5%	-$45.9K	0.06%	320
2022 Q1	$933K	Sell	43,357 -16,626	-28%	-$325K	0.06%	305
2021 Q4	$1.27M	Sell	59,983 -9,619	-14%	-$221K	0.1%	239
2021 Q3	$1.51M	Sell	69,602 -439	-0.6%	-$10K	0.15%	181
2021 Q2	$1.64M	Buy	70,041 +17,403	+33%	+$397K	0.2%	126
2021 Q1	$1.28M	Buy	+52,638	New	+$1.47M	0.2%	111

Other funds holding ICLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

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

Gladstone Institutional Advisory sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2026, closing a stake of 10,636 shares — an estimated $195K sold.

Gladstone Institutional Advisory first reported a position in ICLN in Q1 2021 and held it in 13 quarters. The position peaked at $1.64M in Q2 2021. 471 funds tracked by Wall St. Rank hold ICLN as of Q2 2026.

Gladstone Institutional Advisory reported no remaining iShares Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
Gladstone Institutional Advisory sold 10,636 iShares Global Clean Energy ETF shares in Q2 2026, an estimated $195K.
Gladstone Institutional Advisory first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 13 quarters.
Gladstone Institutional Advisory's iShares Global Clean Energy ETF position peaked at $1.64M in Q2 2021.
471 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2026.

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