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Planning Project LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Planning Project LLC’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
2025
Q4 		$199 Buy
+4
New +$227 ﹤0.01% 139

Other funds holding IBIT

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 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
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
L
Laurore Hong Kong $161M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Planning Project LLC's IBIT Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares Bitcoin Trust (IBIT) in Q4 2025: 4 shares worth $199. The stake represents ﹤0.01% of the portfolio and ranks #139 among its holdings.

1,659 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • Planning Project LLC held 4 shares of iShares Bitcoin Trust worth $199 as of Q4 2025.
  • iShares Bitcoin Trust was a new Planning Project LLC position in Q4 2025.
  • iShares Bitcoin Trust made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #139 holding.
  • 1,659 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.