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American Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

American Financial Advisors’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 		$300K Buy
+9,011
New +$367K 0.04% 138
2026
Q1 		– Sell
-4,639
Closed -$230K – 160
2025
Q4 		$230K Buy
4,639
+259
+6% +$14.7K 0.03% 145
2025
Q3 		$285K Buy
+4,380
New +$285K 0.04% 131

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

American Financial Advisors's IBIT Position: Q2 2026 in Review

American Financial Advisors opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 9,011 shares worth $300K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings. This is a return to the name: American Financial Advisors previously reported a position in IBIT as recently as Q4 2025.

American Financial Advisors first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • American Financial Advisors held 9,011 shares of iShares Bitcoin Trust worth $300K as of Q2 2026.
  • iShares Bitcoin Trust was a new American Financial Advisors position in Q2 2026.
  • iShares Bitcoin Trust made up 0.04% of American Financial Advisors's portfolio in Q2 2026, its #138 holding.
  • American Financial Advisors first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.