Creative Planning
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Creative Planning’s iShares Bitcoin Trust IBIT Stock Holding History

Creative Planning’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
2025
Q4 		– Sell
-400
Closed -$11.7K – 3999
2025
Q3 		$11.7K Sell
400
-700
-64% -$45.5K ﹤0.01% 3837
2025
Q2 		$11.8K Buy
+1,100
New +$61.6K ﹤0.01% 3615

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Creative Planning's IBIT Position: Q1 2026 in Review

Creative Planning increased its iShares Bitcoin Trust (IBIT) stake by 14% in Q1 2026, buying an estimated $2.71M and bringing the position to 514,207 shares worth $19.8M. The position accounts for 0.01% of the portfolio, ranked #453.

Creative Planning first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $31M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Creative Planning held 514,207 shares of iShares Bitcoin Trust worth $19.8M as of Q1 2026.
  • Creative Planning bought 62,618 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.71M.
  • iShares Bitcoin Trust made up 0.01% of Creative Planning's portfolio in Q1 2026, its #453 holding.
  • Creative Planning first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Creative Planning's iShares Bitcoin Trust position peaked at $31M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.