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Global Financial Private Client’s iShares Bitcoin Trust IBIT Stock Holding History

Global Financial Private Client’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 		$305K Buy
9,164
+1,928
+27% +$78.4K 0.08% 207
2026
Q1 		$278K Sell
7,236
-548
-7% -$23.7K 0.09% 206
2025
Q4 		$386K Buy
7,784
+2,547
+49% +$145K 0.14% 166
2025
Q3 		$340K Buy
5,237
+354
+7% +$23K 0.12% 180
2025
Q2 		$299K Buy
4,883
+975
+25% +$54.6K 0.11% 181
2025
Q1 		$183K Buy
3,908
+70
+2% +$3.71K 0.07% 206
2024
Q4 		$204K Sell
3,838
-20
-0.5% -$944 0.08% 196
2024
Q3 		$139K Buy
3,858
+1,645
+74% +$57.1K 0.05% 222
2024
Q2 		$75.6K Hold
2,213
– – 0.03% 265
2024
Q1 		$88K Buy
+2,213
New +$69K 0.04% 253

Other funds holding IBIT

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
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Global Financial Private Client's IBIT Position: Q2 2026 in Review

Global Financial Private Client increased its iShares Bitcoin Trust (IBIT) stake by 27% in Q2 2026, buying an estimated $78.4K and bringing the position to 9,164 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #207.

Global Financial Private Client first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $386K in Q4 2025. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Global Financial Private Client held 9,164 shares of iShares Bitcoin Trust worth $305K as of Q2 2026.
  • Global Financial Private Client bought 1,928 iShares Bitcoin Trust shares in Q2 2026, an estimated $78.4K.
  • iShares Bitcoin Trust made up 0.08% of Global Financial Private Client's portfolio in Q2 2026, its #207 holding.
  • Global Financial Private Client first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Global Financial Private Client's iShares Bitcoin Trust position peaked at $386K in Q4 2025.
  • 678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.