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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
Q3 		$819K Sell
17,298
-84
-0.5% -$3.39K 0.45% 21
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

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

Global Wealth Management's IBIT Position: Q3 2026 in Review

Global Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 0.48% in Q3 2026, selling an estimated $3.39K and leaving 17,298 shares worth $819K. The position accounts for 0.45% of the portfolio, ranked #21.

Global Wealth Management first reported a position in IBIT in Q4 2025 and has held it in 4 quarters since. 451 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Global Wealth Management held 17,298 shares of iShares Bitcoin Trust worth $819K as of Q3 2026.
  • Global Wealth Management sold 84 iShares Bitcoin Trust shares in Q3 2026, an estimated $3.39K.
  • iShares Bitcoin Trust made up 0.45% of Global Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Global Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 4 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.