Gerber Kawasaki Wealth & Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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	$2.34M	Sell	70,355 -4,340	-6%	-$177K	0.06%	116
2026 Q1	$2.87M	Sell	74,695 -2,721	-4%	-$118K	0.09%	103
2025 Q4	$3.84M	Buy	77,416 +9,217	+14%	+$524K	0.13%	92
2025 Q3	$4.43M	Buy	68,199 +11,220	+20%	+$730K	0.15%	82
2025 Q2	$3.49M	Buy	56,979 +1,848	+3%	+$104K	0.13%	88
2025 Q1	$2.58M	Buy	55,131 +3,189	+6%	+$169K	0.12%	96
2024 Q4	$2.76M	Buy	51,942 +17,341	+50%	+$819K	0.12%	93
2024 Q3	$1.25M	Buy	34,601 +3,013	+10%	+$105K	0.06%	126
2024 Q2	$1.08M	Buy	31,588 +18,583	+143%	+$694K	0.05%	128
2024 Q1	$526K	Buy	+13,005	New	+$406K	0.03%	171

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

PAMS

Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IBIT Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its iShares Bitcoin Trust (IBIT) stake by 5.8% in Q2 2026, selling an estimated $177K and leaving 70,355 shares worth $2.34M. The position accounts for 0.06% of the portfolio, ranked #116.

Gerber Kawasaki Wealth & Investment Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.43M in Q3 2025. 1,071 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 70,355 shares of iShares Bitcoin Trust worth $2.34M as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 4,340 iShares Bitcoin Trust shares in Q2 2026, an estimated $177K.
iShares Bitcoin Trust made up 0.06% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #116 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Gerber Kawasaki Wealth & Investment Management's iShares Bitcoin Trust position peaked at $4.43M in Q3 2025.
1,071 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.