Iron Gate Global Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History

Iron Gate Global Advisors’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-80,000	Closed	-$24K	–	73
2019 Q2	$24K	Buy	80,000 +79,000	+7,900%	+$16.3M	0.02%	69
2019 Q1	$201K	Hold	1,000	–	–	0.08%	68
2018 Q4	$4K	Buy	+1,000	New	+$209K	﹤0.01%	71
2018 Q3	–	Sell	-600	Closed	-$11K	–	243
2018 Q2	$11K	Buy	600 +300	+100%	+$58.5K	0.01%	139
2018 Q1	$8K	Buy	+300	New	+$61.6K	0.01%	59

Other funds holding BRK.B

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Iron Gate Global Advisors's BRK.B Position: Q1 2026 in Review

Iron Gate Global Advisors increased its Berkshire Hathaway Class B (BRK.B) stake by 4.2% in Q1 2026, buying an estimated $3.94M and bringing the position to 198,544 shares worth $95.1M. The position accounts for 10.05% of the portfolio, ranked #1.

Iron Gate Global Advisors first reported a position in BRK.B in Q2 2017 and has held it in 35 quarters since. The position peaked at $95.8M in Q4 2025. 4,854 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

Iron Gate Global Advisors held 198,544 shares of Berkshire Hathaway Class B worth $95.1M as of Q1 2026.
Iron Gate Global Advisors bought 8,034 Berkshire Hathaway Class B shares in Q1 2026, an estimated $3.94M.
Berkshire Hathaway Class B made up 10.05% of Iron Gate Global Advisors's portfolio in Q1 2026, its #1 holding.
Iron Gate Global Advisors first reported a position in Berkshire Hathaway Class B in Q2 2017 and has held it in 35 quarters since.
Iron Gate Global Advisors's Berkshire Hathaway Class B position peaked at $95.8M in Q4 2025.
4,854 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.