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Peak Planning Group’s iShares Bitcoin Trust IBIT Stock Holding History

Peak Planning 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 		$247K Sell
7,426
-8,017
-52% -$326K 0.06% 114
2026
Q1 		$593K Buy
15,443
+3,684
+31% +$160K 0.16% 69
2025
Q4 		$584K Buy
11,759
+6,339
+117% +$360K 0.16% 72
2025
Q3 		$352K Buy
5,420
+238
+5% +$15.5K 0.18% 64
2025
Q2 		$317K Sell
5,182
-2,139
-29% -$120K 0.2% 62
2025
Q1 		$343K Buy
7,321
+605
+9% +$32K 0.14% 83
2024
Q4 		$356K Buy
+6,716
New +$317K 0.15% 82

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

Peak Planning Group's IBIT Position: Q2 2026 in Review

Peak Planning Group reduced its iShares Bitcoin Trust (IBIT) stake by 52% in Q2 2026, selling an estimated $326K and leaving 7,426 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #114.

Peak Planning Group first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $593K in Q1 2026. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Peak Planning Group held 7,426 shares of iShares Bitcoin Trust worth $247K as of Q2 2026.
  • Peak Planning Group sold 8,017 iShares Bitcoin Trust shares in Q2 2026, an estimated $326K.
  • iShares Bitcoin Trust made up 0.06% of Peak Planning Group's portfolio in Q2 2026, its #114 holding.
  • Peak Planning Group first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Peak Planning Group's iShares Bitcoin Trust position peaked at $593K in Q1 2026.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.