Gladstone Institutional Advisory’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,348	Closed	-$240K	–	291
2019 Q4	$240K	Sell	4,348 -575	-12%	-$30.7K	0.06%	228
2019 Q3	$262K	Sell	4,923 -373	-7%	-$20K	0.07%	225
2019 Q2	$288K	Buy	+5,296	New	+$296K	0.09%	207

Other funds holding IDGT

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gladstone Institutional Advisory's IDGT Position: Q1 2020 in Review

Gladstone Institutional Advisory sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q1 2020, closing a stake of 4,348 shares — an estimated $240K sold.

Gladstone Institutional Advisory first reported a position in IDGT in Q2 2019 and held it in 3 quarters. The position peaked at $288K in Q2 2019. 23 funds tracked by Wall St. Rank hold IDGT as of Q1 2020.

Gladstone Institutional Advisory reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q1 2020 after selling out during the quarter.
Gladstone Institutional Advisory sold 4,348 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2020, an estimated $240K.
Gladstone Institutional Advisory first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2019 and held it in 3 quarters.
Gladstone Institutional Advisory's iShares US Digital Infrastructure and Real Estate ETF position peaked at $288K in Q2 2019.
23 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2020.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2020, filed 14 May 2020.