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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
Q2 		$20.1K Buy
603
+9
+2% +$366 ﹤0.01% 1781
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

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

Pinnacle Wealth Planning Services's IBIT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its iShares Bitcoin Trust (IBIT) stake by 1.5% in Q2 2026, buying an estimated $366 and bringing the position to 603 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Pinnacle Wealth Planning Services first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $272K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 603 shares of iShares Bitcoin Trust worth $20.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 9 iShares Bitcoin Trust shares in Q2 2026, an estimated $366.
  • iShares Bitcoin Trust made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1781 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's iShares Bitcoin Trust position peaked at $272K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.