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Anchor Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

Anchor Investment 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 		$17.3K Sell
519
-11
-2% -$447 ﹤0.01% 796
2026
Q1 		$20.4K Buy
530
+5
+1% +$216 ﹤0.01% 734
2025
Q4 		$26.1K Buy
525
+75
+17% +$4.26K ﹤0.01% 696
2025
Q3 		$29.3K Buy
450
+305
+210% +$19.8K ﹤0.01% 679
2025
Q2 		$8.88K Buy
145
+6
+4% +$336 ﹤0.01% 818
2025
Q1 		$6.51K Buy
139
+124
+827% +$6.57K ﹤0.01% 854
2024
Q4 		$796 Hold
15
– – ﹤0.01% 984
2024
Q3 		$542 Buy
+15
New +$521 ﹤0.01% 1016

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

Anchor Investment Management's IBIT Position: Q2 2026 in Review

Anchor Investment Management reduced its iShares Bitcoin Trust (IBIT) stake by 2.1% in Q2 2026, selling an estimated $447 and leaving 519 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Anchor Investment Management first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $29.3K in Q3 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Anchor Investment Management held 519 shares of iShares Bitcoin Trust worth $17.3K as of Q2 2026.
  • Anchor Investment Management sold 11 iShares Bitcoin Trust shares in Q2 2026, an estimated $447.
  • iShares Bitcoin Trust made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #796 holding.
  • Anchor Investment Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • Anchor Investment Management's iShares Bitcoin Trust position peaked at $29.3K in Q3 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.