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Game Plan Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Game Plan Financial Advisors’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
Q1 		$7.72K Sell
201
-1,458
-88% -$63.1K ﹤0.01% 219
2025
Q4 		$82.4K Sell
1,659
-468
-22% -$26.6K 0.03% 118
2025
Q3 		$138K Sell
2,127
-300
-12% -$19.5K 0.06% 97
2025
Q2 		$149K Buy
2,427
+735
+43% +$41.2K 0.06% 95
2025
Q1 		$79.2K Sell
1,692
-228
-12% -$12.1K 0.04% 124
2024
Q4 		$102K Buy
1,920
+1,620
+540% +$76.5K 0.05% 112
2024
Q3 		$10.8K Buy
+300
New +$10.4K 0.01% 236

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

Game Plan Financial Advisors's IBIT Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 88% in Q1 2026, selling an estimated $63.1K and leaving 201 shares worth $7.72K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Game Plan Financial Advisors first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $149K in Q2 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Game Plan Financial Advisors held 201 shares of iShares Bitcoin Trust worth $7.72K as of Q1 2026.
  • Game Plan Financial Advisors sold 1,458 iShares Bitcoin Trust shares in Q1 2026, an estimated $63.1K.
  • iShares Bitcoin Trust made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q1 2026, its #219 holding.
  • Game Plan Financial Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • Game Plan Financial Advisors's iShares Bitcoin Trust position peaked at $149K in Q2 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.