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

Golden State 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
Q2 		$325K Buy
9,770
+2,052
+27% +$83.5K 0.03% 341
2026
Q1 		$297K Sell
7,718
-1,452
-16% -$62.9K 0.03% 327
2025
Q4 		$455K Buy
9,170
+1,021
+13% +$58K 0.05% 267
2025
Q3 		$530K Buy
8,149
+790
+11% +$51.4K 0.06% 235
2025
Q2 		$450K Sell
7,359
-2,405
-25% -$135K 0.05% 250
2025
Q1 		$457K Buy
9,764
+3,004
+44% +$159K 0.07% 216
2024
Q4 		$359K Buy
+6,760
New +$319K 0.05% 248

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

Golden State Wealth Management's IBIT Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 27% in Q2 2026, buying an estimated $83.5K and bringing the position to 9,770 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #341.

Golden State Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $530K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Golden State Wealth Management held 9,770 shares of iShares Bitcoin Trust worth $325K as of Q2 2026.
  • Golden State Wealth Management bought 2,052 iShares Bitcoin Trust shares in Q2 2026, an estimated $83.5K.
  • iShares Bitcoin Trust made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #341 holding.
  • Golden State Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's iShares Bitcoin Trust position peaked at $530K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.