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Arkadios Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Arkadios Wealth 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 		$4.04M Sell
121,479
-1,272
-1% -$51.7K 0.06% 317
2026
Q1 		$4.72M Buy
122,751
+977
+0.8% +$42.3K 0.08% 272
2025
Q4 		$6.05M Sell
121,774
-82,519
-40% -$4.69M 0.12% 189
2025
Q3 		$13.3M Buy
204,293
+23,174
+13% +$1.51M 0.32% 53
2025
Q2 		$11.1M Buy
181,119
+94,270
+109% +$5.28M 0.33% 54
2025
Q1 		$4.07M Buy
86,849
+43,055
+98% +$2.28M 0.15% 154
2024
Q4 		$2.32M Buy
43,794
+16,090
+58% +$760K 0.13% 154
2024
Q3 		$1M Buy
27,704
+3,075
+12% +$107K 0.06% 323
2024
Q2 		$841K Buy
24,629
+2,334
+10% +$87.2K 0.06% 320
2024
Q1 		$902K Buy
+22,295
New +$695K 0.07% 261

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

Arkadios Wealth Advisors's IBIT Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 1% in Q2 2026, selling an estimated $51.7K and leaving 121,479 shares worth $4.04M. The position accounts for 0.06% of the portfolio, ranked #317.

Arkadios Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.3M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Arkadios Wealth Advisors held 121,479 shares of iShares Bitcoin Trust worth $4.04M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,272 iShares Bitcoin Trust shares in Q2 2026, an estimated $51.7K.
  • iShares Bitcoin Trust made up 0.06% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #317 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Arkadios Wealth Advisors's iShares Bitcoin Trust position peaked at $13.3M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.