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

AE 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 		$4.32M Buy
129,877
+4,326
+3% +$176K 0.02% 472
2026
Q1 		$4.82M Buy
125,551
+6,020
+5% +$261K 0.03% 433
2025
Q4 		$5.93M Buy
119,531
+12,793
+12% +$727K 0.03% 368
2025
Q3 		$6.94M Buy
106,738
+53,490
+100% +$3.48M 0.04% 325
2025
Q2 		$3.26M Buy
53,248
+30,227
+131% +$1.69M 0.02% 433
2025
Q1 		$1.08M Buy
23,021
+8,299
+56% +$439K 0.01% 688
2024
Q4 		$781K Buy
+14,722
New +$695K 0.01% 769

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

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

AE Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 3.4% in Q2 2026, buying an estimated $176K and bringing the position to 129,877 shares worth $4.32M. The position accounts for 0.02% of the portfolio, ranked #472.

AE Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.94M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • AE Wealth Management held 129,877 shares of iShares Bitcoin Trust worth $4.32M as of Q2 2026.
  • AE Wealth Management bought 4,326 iShares Bitcoin Trust shares in Q2 2026, an estimated $176K.
  • iShares Bitcoin Trust made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #472 holding.
  • AE Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's iShares Bitcoin Trust position peaked at $6.94M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.