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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Global Retirement Partners's IBIT Position: Q4 2025 in Review

Global Retirement Partners reduced its iShares Bitcoin Trust (IBIT) stake by 4.4% in Q4 2025, selling an estimated $675K and leaving 258,804 shares worth $12.8M. The position accounts for 0.23% of the portfolio, ranked #84.

Global Retirement Partners first reported a position in IBIT in Q1 2024 and has held it in 7 quarters since. The position peaked at $17.6M in Q3 2025. 1,651 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • Global Retirement Partners held 258,804 shares of iShares Bitcoin Trust worth $12.8M as of Q4 2025.
  • Global Retirement Partners sold 11,880 iShares Bitcoin Trust shares in Q4 2025, an estimated $675K.
  • iShares Bitcoin Trust made up 0.23% of Global Retirement Partners's portfolio in Q4 2025, its #84 holding.
  • Global Retirement Partners first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
  • Global Retirement Partners's iShares Bitcoin Trust position peaked at $17.6M in Q3 2025.
  • 1,651 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.