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Advyzon Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

Advyzon Investment 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 		$982K Buy
29,501
+3,784
+15% +$154K 0.07% 266
2026
Q1 		$988K Buy
25,717
+2,529
+11% +$110K 0.09% 233
2025
Q4 		$1.15M Sell
23,188
-62,779
-73% -$3.57M 0.13% 166
2025
Q3 		$5.59M Sell
85,967
-5,158
-6% -$336K 0.96% 21
2025
Q2 		$5.58M Buy
91,125
+69,230
+316% +$3.88M 1.23% 16
2025
Q1 		$1.02M Buy
21,895
+4,217
+24% +$223K 0.36% 54
2024
Q4 		$938K Buy
+17,678
New +$835K 0.36% 51

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

Advyzon Investment Management's IBIT Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares Bitcoin Trust (IBIT) stake by 15% in Q2 2026, buying an estimated $154K and bringing the position to 29,501 shares worth $982K. The position accounts for 0.07% of the portfolio, ranked #266.

Advyzon Investment Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.59M in Q3 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Advyzon Investment Management held 29,501 shares of iShares Bitcoin Trust worth $982K as of Q2 2026.
  • Advyzon Investment Management bought 3,784 iShares Bitcoin Trust shares in Q2 2026, an estimated $154K.
  • iShares Bitcoin Trust made up 0.07% of Advyzon Investment Management's portfolio in Q2 2026, its #266 holding.
  • Advyzon Investment Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's iShares Bitcoin Trust position peaked at $5.59M in Q3 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.