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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
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

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Larson Financial Group's IBIT Position: Q1 2026 in Review

Larson Financial Group reduced its iShares Bitcoin Trust (IBIT) stake by 8.4% in Q1 2026, selling an estimated $158K and leaving 39,881 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #265.

Larson Financial Group first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.88M in Q2 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Larson Financial Group held 39,881 shares of iShares Bitcoin Trust worth $1.53M as of Q1 2026.
  • Larson Financial Group sold 3,644 iShares Bitcoin Trust shares in Q1 2026, an estimated $158K.
  • iShares Bitcoin Trust made up 0.05% of Larson Financial Group's portfolio in Q1 2026, its #265 holding.
  • Larson Financial Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Larson Financial Group's iShares Bitcoin Trust position peaked at $2.88M in Q2 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.