Gladstone Institutional Advisory LLC
Position in GS — Goldman Sachs Group Inc
CIK 1766530
Bedminster, NJ
Position in GS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,431,791
+$1,399,077 QoQ
Shares Held
8,337
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#725
of 3,125 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Gladstone Institutional Advisory LLC holds $17,987,662 across 8 Capital Markets names. GS ranks #1 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
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|
8,337 | $8,431,791 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
33,723 | $2,935,249 | |
| 3 | MS |
Morgan Stanley
|
13,120 | $2,742,604 | |
| 4 | IREN |
IREN Ltd
|
32,328 | $1,478,359 | |
| 5 | SCHW |
Schwab Charles Corp
|
14,316 | $1,320,937 | |
| 6 | SNEX |
StoneX Group Inc.
|
6,753 | $533,487 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
2,768 | $277,575 | |
| 8 | MARA |
MARA Holdings, Inc.
|
19,270 | $267,660 |
All Filings in GS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,431,791 | 8,337 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,032,714 | 8,313 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,974,590 | 10,210 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,841,442 | 8,591 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,691,776 | 9,455 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,461,004 | 8,166 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,114,274 | 7,185 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,427,897 | 2,884 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,812,525 | 6,218 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $573,488 | 1,373 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $571,711 | 1,482 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $553,628 | 1,711 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $569,283 | 1,765 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $532,535 | 1,628 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $700,495 | 2,040 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $589,323 | 2,011 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $606,514 | 2,042 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $900,842 | 2,729 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $664,106 | 1,736 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $1,664,466 | 4,403 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $1,509,011 | 3,976 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $1,142,538 | 3,494 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $337,227 | 1,678 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||