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 Q3	$54.3K	Hold	1,146	–	–	0.01%	220
2026 Q2	$38.2K	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

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

GoalVest Advisory's IBIT Position: Q3 2026 in Review

GoalVest Advisory held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 1,146 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #220.

GoalVest Advisory first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $61.2K in Q3 2025. 1,050 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

GoalVest Advisory held 1,146 shares of iShares Bitcoin Trust worth $54.3K as of Q3 2026.
GoalVest Advisory left its iShares Bitcoin Trust share count unchanged in Q3 2026.
iShares Bitcoin Trust made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #220 holding.
GoalVest Advisory first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
GoalVest Advisory's iShares Bitcoin Trust position peaked at $61.2K in Q3 2025.
1,050 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.