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Global Retirement Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Global Retirement Partners’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 		$10.7M Buy
+320,608
New +$13M 0.16% 118
2025
Q4 		$12.8M Sell
258,804
-11,880
-4% -$675K 0.23% 84
2025
Q3 		$17.6M Buy
270,684
+51,711
+24% +$3.36M 0.39% 49
2025
Q2 		$13.4M Buy
+218,973
New +$12.3M 0.33% 62
2024
Q4 		$9.56M Buy
180,284
+79,467
+79% +$3.75M 0.27% 79
2024
Q3 		$3.64M Buy
100,817
+29,374
+41% +$1.02M 0.11% 179
2024
Q2 		$2.44M Buy
71,443
+37,001
+107% +$1.38M 0.08% 247
2024
Q1 		$1.39M Buy
+34,442
New +$1.07M 0.05% 304

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Global Retirement Partners's IBIT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 320,608 shares worth $10.7M. The stake represents 0.16% of the portfolio and ranks #118 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IBIT as recently as Q4 2025.

Global Retirement Partners first reported a position in IBIT in Q1 2024 and has held it in 8 quarters since. The position peaked at $17.6M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Global Retirement Partners held 320,608 shares of iShares Bitcoin Trust worth $10.7M as of Q2 2026.
  • iShares Bitcoin Trust was a new Global Retirement Partners position in Q2 2026.
  • iShares Bitcoin Trust made up 0.16% of Global Retirement Partners's portfolio in Q2 2026, its #118 holding.
  • Global Retirement Partners first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
  • Global Retirement Partners's iShares Bitcoin Trust position peaked at $17.6M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.