Gladstone Institutional Advisory LLC
Position in IBB — iShares Biotechnology ETF
CIK 1766530
Bedminster, NJ
Position in IBB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,906,274
-$7,081,121 QoQ
Shares Held
29,057
-59.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,906,274 | 29,057 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,987,395 | 71,028 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $579,789 | 4,016 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $494,527 | 3,909 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $467,474 | 3,655 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $511,784 | 3,871 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $639,329 | 4,391 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $736,811 | 5,368 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $745,241 | 5,431 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $858,028 | 6,316 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $721,021 | 5,896 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $742,335 | 5,847 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $837,731 | 6,486 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $902,487 | 6,874 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $954,744 | 8,163 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $1,002,442 | 8,522 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $1,093,347 | 8,391 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $2,025,267 | 13,270 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $1,824,073 | 11,282 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $1,882,629 | 11,504 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $1,709,006 | 11,351 | Shares | Sole | 2023-01-30 | |
| 2020-12-31 | $865,007 | 5,710 | Shares | Sole | 2023-01-30 | |
| 2020-09-30 | $779,961 | 5,760 | Shares | Sole | 2023-01-30 | |
| 2020-06-30 | $740,859 | 5,420 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $511,980 | 4,752 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||