Glassman Wealth Services’s iShares Bitcoin Trust IBIT Stock Holding History

Glassman Wealth Services’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	$649K	Buy	19,484 +188	+1%	+$7.65K	0.08%	42
2026 Q1	$741K	Buy	19,296 +2,014	+12%	+$87.2K	0.1%	33
2025 Q4	$858K	Hold	17,282	–	–	0.12%	29
2025 Q3	$1.12M	Buy	17,282 +2,728	+19%	+$177K	0.16%	21
2025 Q2	$891K	Buy	14,554 +130	+0.9%	+$7.28K	0.14%	24
2025 Q1	$675K	Buy	+14,424	New	+$764K	0.11%	32
2024 Q4	–	Sell	-8,780	Closed	-$317K	–	186
2024 Q3	$317K	Hold	8,780	–	–	0.05%	53
2024 Q2	$300K	Hold	8,780	–	–	0.06%	55
2024 Q1	$355K	Buy	+8,780	New	+$274K	0.07%	44

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Glassman Wealth Services's IBIT Position: Q2 2026 in Review

Glassman Wealth Services increased its iShares Bitcoin Trust (IBIT) stake by 0.97% in Q2 2026, buying an estimated $7.65K and bringing the position to 19,484 shares worth $649K. The position accounts for 0.08% of the portfolio, ranked #42.

Glassman Wealth Services first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Glassman Wealth Services held 19,484 shares of iShares Bitcoin Trust worth $649K as of Q2 2026.
Glassman Wealth Services bought 188 iShares Bitcoin Trust shares in Q2 2026, an estimated $7.65K.
iShares Bitcoin Trust made up 0.08% of Glassman Wealth Services's portfolio in Q2 2026, its #42 holding.
Glassman Wealth Services first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Glassman Wealth Services's iShares Bitcoin Trust position peaked at $1.12M in Q3 2025.
1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.