GoalVest Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

GoalVest Advisory’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	$38.1K	Hold	1,146	–	–	0.01%	236
2026 Q1	$44K	Hold	1,146	–	–	0.01%	242
2025 Q4	$56.9K	Buy	1,146 +205	+22%	+$11.6K	0.01%	231
2025 Q3	$61.2K	Buy	941 +487	+107%	+$31.7K	0.01%	202
2025 Q2	$27.8K	Hold	454	–	–	0.01%	254
2025 Q1	$21.3K	Buy	454 +50	+12%	+$2.65K	0.01%	234
2024 Q4	$21.4K	Hold	404	–	–	0.01%	243
2024 Q3	$14.6K	Buy	+404	New	+$14K	﹤0.01%	293
2024 Q2	–	Sell	-300	Closed	-$12.1K	–	358
2024 Q1	$12.1K	Buy	+300	New	+$9.36K	﹤0.01%	298

Other funds holding IBIT

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

GoalVest Advisory's IBIT Position: Q2 2026 in Review

GoalVest Advisory held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 1,146 shares worth $38.1K. The position accounts for 0.01% of the portfolio, ranked #236.

GoalVest Advisory first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $61.2K in Q3 2025. 244 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

GoalVest Advisory held 1,146 shares of iShares Bitcoin Trust worth $38.1K as of Q2 2026.
GoalVest Advisory left its iShares Bitcoin Trust share count unchanged in Q2 2026.
iShares Bitcoin Trust made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #236 holding.
GoalVest Advisory first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
GoalVest Advisory's iShares Bitcoin Trust position peaked at $61.2K in Q3 2025.
244 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.