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Larson Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

Larson Financial 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 		$3.82M Buy
114,699
+74,818
+188% +$3.04M 0.1% 171
2026
Q1 		$1.53M Sell
39,881
-3,644
-8% -$158K 0.05% 265
2025
Q4 		$2.16M Buy
43,525
+6,620
+18% +$376K 0.07% 224
2025
Q3 		$2.4M Sell
36,905
-10,205
-22% -$664K 0.08% 202
2025
Q2 		$2.88M Buy
47,110
+7,466
+19% +$418K 0.12% 172
2025
Q1 		$1.86M Buy
39,644
+10,140
+34% +$537K 0.09% 196
2024
Q4 		$1.57M Buy
29,504
+10,855
+58% +$513K 0.08% 198
2024
Q3 		$674K Buy
18,649
+3,835
+26% +$133K 0.04% 280
2024
Q2 		$506K Buy
14,814
+11,311
+323% +$422K 0.03% 272
2024
Q1 		$142K Buy
+3,503
New +$109K 0.01% 481

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

Larson Financial Group's IBIT Position: Q2 2026 in Review

Larson Financial Group increased its iShares Bitcoin Trust (IBIT) stake by 188% in Q2 2026, buying an estimated $3.04M and bringing the position to 114,699 shares worth $3.82M. The position accounts for 0.1% of the portfolio, ranked #171.

Larson Financial Group first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Larson Financial Group held 114,699 shares of iShares Bitcoin Trust worth $3.82M as of Q2 2026.
  • Larson Financial Group bought 74,818 iShares Bitcoin Trust shares in Q2 2026, an estimated $3.04M.
  • iShares Bitcoin Trust made up 0.1% of Larson Financial Group's portfolio in Q2 2026, its #171 holding.
  • Larson Financial Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.