GIA
IBIT icon

Gateway Investment Advisers’s iShares Bitcoin Trust IBIT Stock Holding History

Gateway Investment Advisers’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 		$708K Buy
21,282
+37
+0.2% +$1.5K 0.01% 511
2026
Q1 		$816K Sell
21,245
-335,939
-94% -$14.5M 0.01% 372
2025
Q4 		$17.7M Buy
357,184
+4,206
+1% +$239K 0.16% 102
2025
Q3 		$22.9M Buy
+352,978
New +$23M 0.22% 84

Other funds holding IBIT

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gateway Investment Advisers's IBIT Position: Q2 2026 in Review

Gateway Investment Advisers increased its iShares Bitcoin Trust (IBIT) stake by 0.17% in Q2 2026, buying an estimated $1.5K and bringing the position to 21,282 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #511.

Gateway Investment Advisers first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.9M in Q3 2025. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Gateway Investment Advisers held 21,282 shares of iShares Bitcoin Trust worth $708K as of Q2 2026.
  • Gateway Investment Advisers bought 37 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.5K.
  • iShares Bitcoin Trust made up 0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #511 holding.
  • Gateway Investment Advisers first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Gateway Investment Advisers's iShares Bitcoin Trust position peaked at $22.9M in Q3 2025.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.