Great Valley Advisor Group’s iShares Bitcoin Trust IBIT Stock Holding History

Great Valley Advisor Group’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	$1.74M	Buy	52,383 +4,715	+10%	+$192K	0.03%	435
2026 Q1	$1.83M	Buy	47,668 +2,929	+7%	+$127K	0.03%	395
2025 Q4	$2.22M	Buy	44,739 +7,062	+19%	+$401K	0.04%	320
2025 Q3	$2.45M	Buy	37,677 +2,758	+8%	+$179K	0.05%	295
2025 Q2	$2.14M	Buy	34,919 +9,978	+40%	+$559K	0.05%	303
2025 Q1	$1.17M	Buy	24,941 +17,443	+233%	+$923K	0.03%	418
2024 Q4	$397K	Buy	7,498 +1,795	+31%	+$84.8K	0.01%	623
2024 Q3	$206K	Buy	+5,703	New	+$198K	0.01%	797
2024 Q2	–	Sell	-5,600	Closed	-$227K	–	791
2024 Q1	$227K	Buy	+5,600	New	+$175K	0.01%	675

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Great Valley Advisor Group's IBIT Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares Bitcoin Trust (IBIT) stake by 9.9% in Q2 2026, buying an estimated $192K and bringing the position to 52,383 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #435.

Great Valley Advisor Group first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.45M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Great Valley Advisor Group held 52,383 shares of iShares Bitcoin Trust worth $1.74M as of Q2 2026.
Great Valley Advisor Group bought 4,715 iShares Bitcoin Trust shares in Q2 2026, an estimated $192K.
iShares Bitcoin Trust made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #435 holding.
Great Valley Advisor Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Great Valley Advisor Group's iShares Bitcoin Trust position peaked at $2.45M in Q3 2025.
1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.