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Pinnacle Wealth Planning Services’s iShares Bitcoin Trust IBIT Stock Holding History

Pinnacle Wealth Planning Services’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 		$22.8K Sell
594
-3,890
-87% -$168K ﹤0.01% 1629
2025
Q4 		$223K Buy
4,484
+294
+7% +$16.7K 0.02% 434
2025
Q3 		$272K Buy
+4,190
New +$273K 0.03% 358

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

Pinnacle Wealth Planning Services's IBIT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its iShares Bitcoin Trust (IBIT) stake by 87% in Q1 2026, selling an estimated $168K and leaving 594 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Pinnacle Wealth Planning Services first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $272K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 594 shares of iShares Bitcoin Trust worth $22.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 3,890 iShares Bitcoin Trust shares in Q1 2026, an estimated $168K.
  • iShares Bitcoin Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1629 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's iShares Bitcoin Trust position peaked at $272K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.