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Global Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Global Wealth Management’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 		$579K Hold
17,382
– – 0.29% 27
2026
Q1 		$668K Buy
17,382
+3,531
+25% +$153K 0.36% 22
2025
Q4 		$688K Buy
+13,851
New +$787K 0.37% 22

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 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
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Franchise GP Grand Cayman $215M AUM

Global Wealth Management's IBIT Position: Q2 2026 in Review

Global Wealth Management held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 17,382 shares worth $579K. The position accounts for 0.29% of the portfolio, ranked #27.

Global Wealth Management first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $688K in Q4 2025. 376 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Global Wealth Management held 17,382 shares of iShares Bitcoin Trust worth $579K as of Q2 2026.
  • Global Wealth Management left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.29% of Global Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Global Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Global Wealth Management's iShares Bitcoin Trust position peaked at $688K in Q4 2025.
  • 376 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.