GGS
IBIT icon

Galvin Gaustad & Stein’s iShares Bitcoin Trust IBIT Stock Holding History

Galvin Gaustad & Stein’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 		$327K Hold
6,914
– – 0.02% 211
2026
Q2 		$230K Sell
6,914
-2,505
-27% -$102K 0.02% 251
2026
Q1 		$362K Sell
9,419
-1,079
-10% -$46.7K 0.03% 197
2025
Q4 		$521K Sell
10,498
-1,882
-15% -$107K 0.04% 164
2025
Q3 		$805K Buy
12,380
+300
+2% +$19.5K 0.07% 117
2025
Q2 		$739K Hold
12,080
– – 0.06% 118
2025
Q1 		$565K Buy
12,080
+7,400
+158% +$392K 0.05% 126
2024
Q4 		$248K Buy
+4,680
New +$221K 0.02% 171

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Galvin Gaustad & Stein's IBIT Position: Q3 2026 in Review

Galvin Gaustad & Stein held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 6,914 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #211.

Galvin Gaustad & Stein first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $805K in Q3 2025. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Galvin Gaustad & Stein held 6,914 shares of iShares Bitcoin Trust worth $327K as of Q3 2026.
  • Galvin Gaustad & Stein left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #211 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
  • Galvin Gaustad & Stein's iShares Bitcoin Trust position peaked at $805K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.