AssetMark Inc
IBIT icon

AssetMark Inc’s iShares Bitcoin Trust IBIT Stock Holding History

AssetMark Inc’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.3M Sell
216,723
-33,527
-13% -$1.35M 0.02% 565
2026
Q2 		$8.33M Buy
250,250
+11,383
+5% +$463K 0.01% 605
2026
Q1 		$9.18M Buy
238,867
+4,222
+2% +$183K 0.02% 525
2025
Q4 		$11.7M Buy
234,645
+194,184
+480% +$11M 0.02% 456
2025
Q3 		$2.63M Sell
40,461
-3,943
-9% -$256K 0.01% 750
2025
Q2 		$2.72M Buy
44,404
+8,125
+22% +$455K 0.01% 707
2025
Q1 		$1.7M Buy
+36,279
New +$1.92M ﹤0.01% 757

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

AssetMark Inc's IBIT Position: Q3 2026 in Review

AssetMark Inc reduced its iShares Bitcoin Trust (IBIT) stake by 13% in Q3 2026, selling an estimated $1.35M and leaving 216,723 shares worth $10.3M. The position accounts for 0.02% of the portfolio, ranked #565.

AssetMark Inc first reported a position in IBIT in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.7M in Q4 2025. 874 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • AssetMark Inc held 216,723 shares of iShares Bitcoin Trust worth $10.3M as of Q3 2026.
  • AssetMark Inc sold 33,527 iShares Bitcoin Trust shares in Q3 2026, an estimated $1.35M.
  • iShares Bitcoin Trust made up 0.02% of AssetMark Inc's portfolio in Q3 2026, its #565 holding.
  • AssetMark Inc first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 7 quarters since.
  • AssetMark Inc's iShares Bitcoin Trust position peaked at $11.7M in Q4 2025.
  • 874 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.