Gladstone Institutional Advisory’s Global X Uranium ETF URA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$274K	Buy	5,666 +388	+7%	+$20.2K	0.01%	704
2025 Q4	$226K	Buy	5,278 +964	+22%	+$46.6K	0.01%	720
2025 Q3	$206K	Buy	+4,314	New	+$178K	0.01%	751
2025 Q2	–	Sell	-14,924	Closed	-$342K	–	790
2025 Q1	$342K	Sell	14,924 -1,324	-8%	-$35.2K	0.02%	553
2024 Q4	$435K	Sell	16,248 -115	-0.7%	-$3.52K	0.02%	498
2024 Q3	$468K	Buy	16,363 +679	+4%	+$18.2K	0.02%	466
2024 Q2	$454K	Buy	15,684 +8,474	+118%	+$258K	0.02%	443
2024 Q1	$208K	Sell	7,210 -1,408	-16%	-$40.7K	0.01%	601
2023 Q4	$239K	Buy	+8,618	New	+$236K	0.01%	579
2023 Q1	–	Sell	-28,795	Closed	-$578K	–	715
2022 Q4	$578K	Sell	28,795 -1,465	-5%	-$29.6K	0.04%	367
2022 Q3	$600K	Sell	30,260 -1,250	-4%	-$26.1K	0.05%	357
2022 Q2	$585K	Buy	+31,510	New	+$709K	0.05%	378

Other funds holding URA

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

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

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

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Gladstone Institutional Advisory's URA Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Global X Uranium ETF (URA) stake by 7.4% in Q1 2026, buying an estimated $20.2K and bringing the position to 5,666 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #704.

Gladstone Institutional Advisory first reported a position in URA in Q2 2022 and has held it in 12 quarters since. The position peaked at $600K in Q3 2022. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

Gladstone Institutional Advisory held 5,666 shares of Global X Uranium ETF worth $274K as of Q1 2026.
Gladstone Institutional Advisory bought 388 Global X Uranium ETF shares in Q1 2026, an estimated $20.2K.
Global X Uranium ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #704 holding.
Gladstone Institutional Advisory first reported a position in Global X Uranium ETF in Q2 2022 and has held it in 12 quarters since.
Gladstone Institutional Advisory's Global X Uranium ETF position peaked at $600K in Q3 2022.
522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.