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Gilpin Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Gilpin Wealth 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 		$24K Sell
722
-207
-22% -$8.42K 0.02% 253
2026
Q1 		$35.7K Buy
929
+2
+0.2% +$87 0.03% 213
2025
Q4 		$46K Buy
+927
New +$52.7K 0.04% 194

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

Gilpin Wealth Management's IBIT Position: Q2 2026 in Review

Gilpin Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 22% in Q2 2026, selling an estimated $8.42K and leaving 722 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #253.

Gilpin Wealth Management first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $46K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Gilpin Wealth Management held 722 shares of iShares Bitcoin Trust worth $24K as of Q2 2026.
  • Gilpin Wealth Management sold 207 iShares Bitcoin Trust shares in Q2 2026, an estimated $8.42K.
  • iShares Bitcoin Trust made up 0.02% of Gilpin Wealth Management's portfolio in Q2 2026, its #253 holding.
  • Gilpin Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Gilpin Wealth Management's iShares Bitcoin Trust position peaked at $46K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.