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

Ameliora 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 		$570K Sell
17,121
-216
-1% -$8.79K 0.17% 65
2026
Q1 		$666K Hold
17,337
– – 0.21% 55
2025
Q4 		$861K Buy
17,337
+3,719
+27% +$211K 0.26% 53
2025
Q3 		$885K Buy
13,618
+2,711
+25% +$176K 0.29% 54
2025
Q2 		$668K Buy
10,907
+2,117
+24% +$119K 0.24% 55
2025
Q1 		$411K Buy
8,790
+8,490
+2,830% +$449K 0.15% 66
2024
Q4 		$15.9K Buy
+300
New +$14.2K 0.01% 197

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

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

Ameliora Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 1.2% in Q2 2026, selling an estimated $8.79K and leaving 17,121 shares worth $570K. The position accounts for 0.17% of the portfolio, ranked #65.

Ameliora Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $885K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Ameliora Wealth Management held 17,121 shares of iShares Bitcoin Trust worth $570K as of Q2 2026.
  • Ameliora Wealth Management sold 216 iShares Bitcoin Trust shares in Q2 2026, an estimated $8.79K.
  • iShares Bitcoin Trust made up 0.17% of Ameliora Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Ameliora Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Ameliora Wealth Management's iShares Bitcoin Trust position peaked at $885K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.