Gladstone Institutional Advisory’s Iris Energy IREN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.48M	Sell	32,328 -4,202	-12%	-$218K	0.05%	346
2026 Q1	$1.25M	Buy	36,530 +6,046	+20%	+$273K	0.05%	336
2025 Q4	$1.15M	Sell	30,484 -3,133	-9%	-$162K	0.04%	347
2025 Q3	$1.58M	Sell	33,617 -35,830	-52%	-$870K	0.06%	285
2025 Q2	$1.01M	Buy	69,447 +13,367	+24%	+$109K	0.04%	344
2025 Q1	$342K	Buy	56,080 +34,506	+160%	+$336K	0.02%	554
2024 Q4	$212K	Sell	21,574 -19,331	-47%	-$206K	0.01%	659
2024 Q3	$345K	Buy	+40,905	New	+$376K	0.02%	538

Other funds holding IREN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

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

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Gladstone Institutional Advisory reduced its Iris Energy (IREN) stake by 12% in Q2 2026, selling an estimated $218K and leaving 32,328 shares worth $1.48M. The position accounts for 0.05% of the portfolio, ranked #346.

Gladstone Institutional Advisory first reported a position in IREN in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q3 2025. 676 funds tracked by Wall St. Rank hold IREN as of Q2 2026.

Gladstone Institutional Advisory held 32,328 shares of Iris Energy worth $1.48M as of Q2 2026.
Gladstone Institutional Advisory sold 4,202 Iris Energy shares in Q2 2026, an estimated $218K.
Iris Energy made up 0.05% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #346 holding.
Gladstone Institutional Advisory first reported a position in Iris Energy in Q3 2024 and has held it in 8 quarters since.
Gladstone Institutional Advisory's Iris Energy position peaked at $1.58M in Q3 2025.
676 funds tracked by Wall St. Rank held Iris Energy as of Q2 2026.

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