Allen Operations’s iShares Bitcoin Trust IBIT Stock Holding History

Allen Operations’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 Q3	$31.7M	Hold	670,200	–	–	3.28%	9
2026 Q2	$22.3M	Hold	670,200	–	–	3.09%	11
2026 Q1	$25.7M	Hold	670,200	–	–	3.84%	9
2025 Q4	$33.3M	Hold	670,200	–	–	4.16%	8
2025 Q3	$43.6M	Hold	670,200	–	–	5.2%	6
2025 Q2	$41M	Hold	670,200	–	–	5.64%	6
2025 Q1	$31.4M	Buy	+670,200	New	+$35.5M	5.16%	9

Other funds holding IBIT

NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return

Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Allen Operations's IBIT Position: Q3 2026 in Review

Allen Operations held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 670,200 shares worth $31.7M. The position accounts for 3.28% of the portfolio, ranked #9.

Allen Operations first reported a position in IBIT in Q1 2025 and has held it in 7 quarters since. The position peaked at $43.6M in Q3 2025. 875 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Allen Operations held 670,200 shares of iShares Bitcoin Trust worth $31.7M as of Q3 2026.
Allen Operations left its iShares Bitcoin Trust share count unchanged in Q3 2026.
iShares Bitcoin Trust made up 3.28% of Allen Operations's portfolio in Q3 2026, its #9 holding.
Allen Operations first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 7 quarters since.
Allen Operations's iShares Bitcoin Trust position peaked at $43.6M in Q3 2025.
875 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Allen Operations's 13F filing for Q3 2026, filed 3 Nov 2026.