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
2026
Q2 		$1.72K Buy
+1,800
New +$73.2K ﹤0.01% 4268
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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Creative Planning's IBIT Position: Q2 2026 in Review

Creative Planning reduced its iShares Bitcoin Trust (IBIT) stake by 13% in Q2 2026, selling an estimated $2.73M and leaving 447,072 shares worth $14.9M. The position accounts for 0.01% of the portfolio, ranked #633.

Creative Planning first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $31M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Creative Planning held 447,072 shares of iShares Bitcoin Trust worth $14.9M as of Q2 2026.
  • Creative Planning sold 67,135 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.73M.
  • iShares Bitcoin Trust made up 0.01% of Creative Planning's portfolio in Q2 2026, its #633 holding.
  • Creative Planning first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Creative Planning's iShares Bitcoin Trust position peaked at $31M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.