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Accurate Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Accurate Wealth Management’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 		$357K Sell
9,840
-2,677
-21% -$109K 0.03% 421
2026
Q1 		$520K Buy
12,517
+5,226
+72% +$226K 0.06% 309
2025
Q4 		$373K Sell
7,291
-60
-0.8% -$3.41K 0.05% 361
2025
Q3 		$470K Buy
7,351
+718
+11% +$46.7K 0.06% 302
2025
Q2 		$428K Buy
6,633
+1,081
+19% +$60.6K 0.07% 286
2025
Q1 		$265K Buy
+5,552
New +$294K 0.05% 316

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

Accurate Wealth Management's IBIT Position: Q2 2026 in Review

Accurate Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 21% in Q2 2026, selling an estimated $109K and leaving 9,840 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #421.

Accurate Wealth Management first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $520K in Q1 2026. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Accurate Wealth Management held 9,840 shares of iShares Bitcoin Trust worth $357K as of Q2 2026.
  • Accurate Wealth Management sold 2,677 iShares Bitcoin Trust shares in Q2 2026, an estimated $109K.
  • iShares Bitcoin Trust made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #421 holding.
  • Accurate Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Accurate Wealth Management's iShares Bitcoin Trust position peaked at $520K in Q1 2026.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.