Game Plan Financial Advisors
IBIT icon

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
Q3 		$60K Buy
1,267
+516
+69% +$20.8K 0.02% 131
2026
Q2 		$25K Buy
751
+550
+274% +$22.4K 0.01% 182
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

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Game Plan Financial Advisors's IBIT Position: Q3 2026 in Review

Game Plan Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 69% in Q3 2026, buying an estimated $20.8K and bringing the position to 1,267 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #131.

Game Plan Financial Advisors first reported a position in IBIT in Q3 2024 and has held it in 9 quarters since. The position peaked at $149K in Q2 2025. 1,121 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Game Plan Financial Advisors held 1,267 shares of iShares Bitcoin Trust worth $60K as of Q3 2026.
  • Game Plan Financial Advisors bought 516 iShares Bitcoin Trust shares in Q3 2026, an estimated $20.8K.
  • iShares Bitcoin Trust made up 0.02% of Game Plan Financial Advisors's portfolio in Q3 2026, its #131 holding.
  • Game Plan Financial Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 9 quarters since.
  • Game Plan Financial Advisors's iShares Bitcoin Trust position peaked at $149K in Q2 2025.
  • 1,121 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Game Plan Financial Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.