Advisor OS’s iShares Bitcoin Trust IBIT Stock Holding History

Advisor OS’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	–	Sell	-7,145	Closed	-$275K	–	603
2026 Q1	$275K	Buy	7,145 +3,060	+75%	+$132K	0.02%	451
2025 Q4	$203K	Sell	4,085 -1,001	-20%	-$56.9K	0.02%	478
2025 Q3	$331K	Buy	5,086 +975	+24%	+$63.4K	0.03%	350
2025 Q2	$252K	Buy	+4,111	New	+$230K	0.02%	388

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

Advisor OS's IBIT Position: Q2 2026 in Review

Advisor OS sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 7,145 shares — an estimated $275K sold.

Advisor OS first reported a position in IBIT in Q2 2025 and held it in 4 quarters. The position peaked at $331K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Advisor OS reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
Advisor OS sold 7,145 iShares Bitcoin Trust shares in Q2 2026, an estimated $275K.
Advisor OS first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 4 quarters.
Advisor OS's iShares Bitcoin Trust position peaked at $331K in Q3 2025.
1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.