GWM
IBIT icon

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
Q1 		– Sell
-31,843
Closed -$1.58M – 115
2025
Q4 		$1.58M Buy
31,843
+6,541
+26% +$372K 1.05% 21
2025
Q3 		$1.64M Buy
25,302
+10,941
+76% +$712K 1.2% 20
2025
Q2 		$875K Buy
+14,361
New +$805K 0.79% 33

Other funds holding IBIT

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

GK Wealth Management opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 66,935 shares worth $2.23M. The stake represents 1.17% of the portfolio and ranks #19 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in IBIT as recently as Q1 2025.

GK Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 3 quarters since. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • GK Wealth Management held 66,935 shares of iShares Bitcoin Trust worth $2.23M as of Q2 2026.
  • iShares Bitcoin Trust was a new GK Wealth Management position in Q2 2026.
  • iShares Bitcoin Trust made up 1.17% of GK Wealth Management's portfolio in Q2 2026, its #19 holding.
  • GK Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 3 quarters since.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.