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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
Q3 		$29.4K Sell
622
-100
-14% -$4.03K 0.02% 255
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

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Gilpin Wealth Management's IBIT Position: Q3 2026 in Review

Gilpin Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 14% in Q3 2026, selling an estimated $4.03K and leaving 622 shares worth $29.4K. The position accounts for 0.02% of the portfolio, ranked #255.

Gilpin Wealth Management first reported a position in IBIT in Q4 2025 and has held it in 4 quarters since. The position peaked at $46K in Q4 2025. 82 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Gilpin Wealth Management held 622 shares of iShares Bitcoin Trust worth $29.4K as of Q3 2026.
  • Gilpin Wealth Management sold 100 iShares Bitcoin Trust shares in Q3 2026, an estimated $4.03K.
  • iShares Bitcoin Trust made up 0.02% of Gilpin Wealth Management's portfolio in Q3 2026, its #255 holding.
  • Gilpin Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares Bitcoin Trust position peaked at $46K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.