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Global Wealth Strategies & Associates’s iShares Bitcoin Trust IBIT Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-2,343
Closed -$90K – 240
2026
Q1 		$90K Hold
2,343
– – 0.02% 122
2025
Q4 		$116K Buy
2,343
+77
+3% +$4.37K 0.03% 89
2025
Q3 		$147K Buy
2,266
+173
+8% +$11.3K 0.04% 79
2025
Q2 		$128K Sell
2,093
-444
-18% -$24.9K 0.04% 63
2025
Q1 		$119K Buy
2,537
+375
+17% +$19.9K 0.04% 65
2024
Q4 		$115K Sell
2,162
-122
-5% -$5.76K 0.04% 67
2024
Q3 		$82.5K Buy
2,284
+85
+4% +$2.95K 0.03% 69
2024
Q2 		$75.1K Buy
+2,199
New +$82.1K 0.03% 69

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 Wealth Strategies & Associates's IBIT Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 2,343 shares — an estimated $90K sold.

Global Wealth Strategies & Associates first reported a position in IBIT in Q2 2024 and held it in 8 quarters. The position peaked at $147K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 2,343 iShares Bitcoin Trust shares in Q2 2026, an estimated $90K.
  • Global Wealth Strategies & Associates first reported a position in iShares Bitcoin Trust in Q2 2024 and held it in 8 quarters.
  • Global Wealth Strategies & Associates's iShares Bitcoin Trust position peaked at $147K in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.