Glass Jacobson Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Glass Jacobson Investment Advisors’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	$129K	Sell	3,868 -898	-19%	-$36.5K	0.04%	236
2026 Q1	$183K	Sell	4,766 -682	-13%	-$29.5K	0.06%	193
2025 Q4	$271K	Buy	5,448 +232	+4%	+$13.2K	0.1%	163
2025 Q3	$339K	Buy	5,216 +394	+8%	+$25.6K	0.12%	144
2025 Q2	$295K	Buy	4,822 +2,712	+129%	+$152K	0.11%	148
2025 Q1	$112K	Hold	2,110	–	–	0.04%	282
2024 Q4	$112K	Buy	2,110 +1,050	+99%	+$49.6K	0.04%	282
2024 Q3	$38.3K	Buy	1,060 +304	+40%	+$10.6K	0.01%	403
2024 Q2	$25.8K	Buy	+756	New	+$28.2K	0.01%	445

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

Glass Jacobson Investment Advisors's IBIT Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 19% in Q2 2026, selling an estimated $36.5K and leaving 3,868 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #236.

Glass Jacobson Investment Advisors first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $339K in Q3 2025. 1,071 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Glass Jacobson Investment Advisors held 3,868 shares of iShares Bitcoin Trust worth $129K as of Q2 2026.
Glass Jacobson Investment Advisors sold 898 iShares Bitcoin Trust shares in Q2 2026, an estimated $36.5K.
iShares Bitcoin Trust made up 0.04% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #236 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Glass Jacobson Investment Advisors's iShares Bitcoin Trust position peaked at $339K in Q3 2025.
1,071 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.