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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
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

DE
Defiance ETFs New York $6.95B AUM
SA
Situational Awareness San Francisco, California $3.86B AUM 334.5% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $1.79B AUM 157.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $8.44B AUM 292.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return