LGT Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

LGT Financial Advisors’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	$28.6K	Sell	858 -30	-3%	-$1.22K	0.15%	84
2026 Q1	$34.1K	Sell	888 -559	-39%	-$24.2K	0.17%	81
2025 Q4	$71.8K	Sell	1,447 -269	-16%	-$15.3K	0.44%	46
2025 Q3	$112K	Sell	1,716 -729	-30%	-$47.4K	0.24%	79
2025 Q2	$150K	Buy	2,445 +42	+2%	+$2.35K	0.38%	51
2025 Q1	$112K	Buy	2,403 +2,394	+26,600%	+$127K	0.34%	65
2024 Q4	$467	Buy	9 +3	+50%	+$142	﹤0.01%	692
2024 Q3	$217	Hold	6	–	–	﹤0.01%	684
2024 Q2	$205	Buy	+6	New	+$224	﹤0.01%	758

Other funds holding IBIT

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RSC

Rising Stella Capital Singapore $249M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LGT Financial Advisors's IBIT Position: Q2 2026 in Review

LGT Financial Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 3.4% in Q2 2026, selling an estimated $1.22K and leaving 858 shares worth $28.6K. The position accounts for 0.15% of the portfolio, ranked #84.

LGT Financial Advisors first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $150K in Q2 2025. 721 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

LGT Financial Advisors held 858 shares of iShares Bitcoin Trust worth $28.6K as of Q2 2026.
LGT Financial Advisors sold 30 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.22K.
iShares Bitcoin Trust made up 0.15% of LGT Financial Advisors's portfolio in Q2 2026, its #84 holding.
LGT Financial Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
LGT Financial Advisors's iShares Bitcoin Trust position peaked at $150K in Q2 2025.
721 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.