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Gateway Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Gateway Wealth Partners’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 		$405K Sell
12,177
-37,483
-75% -$1.52M 0.02% 530
2026
Q1 		$1.91M Buy
49,660
+27,361
+123% +$1.18M 0.07% 259
2025
Q4 		$1.11M Buy
22,299
+14,022
+169% +$797K 0.12% 170
2025
Q3 		$538K Buy
+8,277
New +$538K 0.07% 239

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

Gateway Wealth Partners's IBIT Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Bitcoin Trust (IBIT) stake by 75% in Q2 2026, selling an estimated $1.52M and leaving 12,177 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #530.

Gateway Wealth Partners first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.91M in Q1 2026. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Gateway Wealth Partners held 12,177 shares of iShares Bitcoin Trust worth $405K as of Q2 2026.
  • Gateway Wealth Partners sold 37,483 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.52M.
  • iShares Bitcoin Trust made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #530 holding.
  • Gateway Wealth Partners first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Gateway Wealth Partners's iShares Bitcoin Trust position peaked at $1.91M in Q1 2026.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.