Gladstone Institutional Advisory LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1766530
Bedminster, NJ
Position in IBKR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,935,249
+$810,002 QoQ
Shares Held
33,723
+6.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#397
of 1,105 holders
Holding Since
Mar 2022
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBKR 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. IBKR ranks #2 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,337 | $8,431,791 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
This page
|
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 IBKR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,935,249 | 33,723 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,125,247 | 31,687 | Shares | Sole | 2026-05-14 | |
| 2022-03-31 | $252,896 | 3,837 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||