Glassman Wealth Services IBIT — ISHARES BITCOIN TR

Ownership history in Glassman Wealth Services  ·  8 quarters on record

AI Ownership Summary

Glassman Wealth Services reported ISHARES BITCOIN TR (IBIT) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.16% in 2025 Q3. The latest visible filing shows IBIT at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Glassman Wealth Services's position in ISHARES BITCOIN TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBIT was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBIT stock page Glassman Wealth Services fund profile Glassman Wealth Services full holdings
How Glassman Wealth Services held IBIT — position size vs. price
% of Fund (quarterly)    IBIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 19,296 +2,014 +11.7% 0.10% $741K 2026-05-04 $45.40
2025 Q4 UNCHANGED — — — 17,282 — 0% 0.12% $858K 2026-01-28 $50.51
2025 Q3 ADDED — — — 17,282 +2,728 +18.7% 0.16% $1.1M 2025-11-10 $60.19
2025 Q2 ADDED — — — 14,554 +130 +0.9% 0.14% $891K 2025-08-08 $66.13
2025 Q1 ADDED — — — 14,424 +5,644 +64.3% 0.11% $675K 2025-05-08 $57.62
2024 Q3 UNCHANGED — — — 8,780 — 0% 0.05% $317K 2024-11-12 $51.05
2024 Q2 UNCHANGED — — — 8,780 — 0% 0.06% $300K 2024-08-06 $32.34
2024 Q1 INITIATED — — — 8,780 — — 0.07% $355K 2024-05-03 $35.40

🏢 Other funds also holding IBIT

As of 2026 Q1 — sorted by position size

MARINER INVESTMENT GROUP LLC 3Y 7Y 34.76% Rising Stella Capital Pte. Ltd 13.95% Shengqi Capital (Hong Kong) Ltd 9.39% SJBENEN ADVISORY, LLC 9.16% Brown University 3Y 8.02% Verde Servicos Internacionais S.A. 3Y 7Y 7.72% Consolidated Portfolio Review Corp 7.51% Oxler Private Wealth LLC 3Y 6.68% Garda Capital Partners LP 3Y 6.6% All-Stars Investment Ltd 3Y 7Y 6.36%

FAQ About Glassman Wealth Services and IBIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Glassman Wealth Services reported owning IBIT?

Glassman Wealth Services reported IBIT across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IBIT position in Glassman Wealth Services's portfolio?

The largest reported portfolio weight for IBIT was 0.16% in 2025 Q3.

What is the latest reported IBIT position on this page?

The most recent filing on this page is 2026 Q1, when Glassman Wealth Services reported 19,296 shares, equal to 0.10% of portfolio, with an estimated market value of $741K.

What does the chart on this IBIT ownership page compare?

The chart compares Glassman Wealth Services's quarterly IBIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Glassman Wealth Services time their IBIT position?

Based on 13F filing dates vs. subsequent IBIT price moves, Glassman Wealth Services correctly timed 1 out of 4 reported position changes (25%).

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