Global Financial Private Client
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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
Q3 		$476K Buy
10,051
+887
+10% +$35.8K 0.13% 169
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

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 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

Global Financial Private Client's IBIT Position: Q3 2026 in Review

Global Financial Private Client increased its iShares Bitcoin Trust (IBIT) stake by 9.7% in Q3 2026, buying an estimated $35.8K and bringing the position to 10,051 shares worth $476K. The position accounts for 0.13% of the portfolio, ranked #169.

Global Financial Private Client first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. 986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Global Financial Private Client held 10,051 shares of iShares Bitcoin Trust worth $476K as of Q3 2026.
  • Global Financial Private Client bought 887 iShares Bitcoin Trust shares in Q3 2026, an estimated $35.8K.
  • iShares Bitcoin Trust made up 0.13% of Global Financial Private Client's portfolio in Q3 2026, its #169 holding.
  • Global Financial Private Client first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.