Golden State Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$450K Sell
7,359
-2,405
-25% -$147K 0.05% 250
2025
Q1
$457K Buy
9,764
+3,004
+44% +$141K 0.07% 216
2024
Q4
$359K Buy
+6,760
New +$359K 0.05% 248