1776 Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

1776 Wealth’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	$577K	Hold	17,335	–	–	0.2%	82
2026 Q1	$666K	Hold	17,335	–	–	0.26%	73
2025 Q4	$861K	Hold	17,335	–	–	0.32%	56
2025 Q3	$1.13M	Buy	17,335 +7,573	+78%	+$493K	0.43%	44
2025 Q2	$598K	Hold	9,762	–	–	0.25%	76
2025 Q1	$457K	Buy	9,762 +181	+2%	+$9.58K	0.21%	93
2024 Q4	$508K	Buy	+9,581	New	+$452K	0.23%	86

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

1776 Wealth's IBIT Position: Q2 2026 in Review

1776 Wealth held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 17,335 shares worth $577K. The position accounts for 0.2% of the portfolio, ranked #82.

1776 Wealth first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

1776 Wealth held 17,335 shares of iShares Bitcoin Trust worth $577K as of Q2 2026.
1776 Wealth left its iShares Bitcoin Trust share count unchanged in Q2 2026.
iShares Bitcoin Trust made up 0.2% of 1776 Wealth's portfolio in Q2 2026, its #82 holding.
1776 Wealth first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
1776 Wealth's iShares Bitcoin Trust position peaked at $1.13M in Q3 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.