Allie Family Office’s iShares Bitcoin Trust IBIT Stock Holding History

Allie Family Office’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	$6.46M	Buy	177,246 +81,114	+84%	+$3.3M	2.4%	7
2026 Q1	$3.69M	Buy	96,132 +82,227	+591%	+$3.56M	1.61%	15
2025 Q4	$690K	Buy	+13,905	New	+$790K	0.32%	46
2025 Q2	–	Sell	-5,679	Closed	-$266K	–	104
2025 Q1	$266K	Hold	5,679	–	–	0.15%	75
2024 Q4	$301K	Sell	5,679 -1,889	-25%	-$89.2K	0.17%	67
2024 Q3	$273K	Hold	7,568	–	–	0.15%	71
2024 Q2	$258K	Hold	7,568	–	–	0.16%	69
2024 Q1	$306K	Buy	+7,568	New	+$236K	0.18%	58

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

Allie Family Office's IBIT Position: Q2 2026 in Review

Allie Family Office increased its iShares Bitcoin Trust (IBIT) stake by 84% in Q2 2026, buying an estimated $3.3M and bringing the position to 177,246 shares worth $6.46M. The position accounts for 2.4% of the portfolio, ranked #7.

Allie Family Office first reported a position in IBIT in Q1 2024 and has held it in 8 quarters since. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Allie Family Office held 177,246 shares of iShares Bitcoin Trust worth $6.46M as of Q2 2026.
Allie Family Office bought 81,114 iShares Bitcoin Trust shares in Q2 2026, an estimated $3.3M.
iShares Bitcoin Trust made up 2.4% of Allie Family Office's portfolio in Q2 2026, its #7 holding.
Allie Family Office first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.