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

GK 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 		$1.54M Sell
32,515
-34,420
-51% -$1.39M 0.87% 21
2026
Q2 		$2.23M Buy
+66,935
New +$2.72M 1.17% 19
2025
Q2 		– Sell
-10,627
Closed -$595K – 163
2025
Q1 		$497K Buy
10,627
+6,637
+166% +$351K 0.57% 48
2024
Q4 		$212K Buy
+3,990
New +$188K 0.27% 116

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

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

GK Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 51% in Q3 2026, selling an estimated $1.39M and leaving 32,515 shares worth $1.54M. The position accounts for 0.87% of the portfolio, ranked #21.

GK Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.23M in Q2 2026. 887 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • GK Wealth Management held 32,515 shares of iShares Bitcoin Trust worth $1.54M as of Q3 2026.
  • GK Wealth Management sold 34,420 iShares Bitcoin Trust shares in Q3 2026, an estimated $1.39M.
  • iShares Bitcoin Trust made up 0.87% of GK Wealth Management's portfolio in Q3 2026, its #21 holding.
  • GK Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 4 quarters since.
  • GK Wealth Management's iShares Bitcoin Trust position peaked at $2.23M in Q2 2026.
  • 887 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

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