Atria Investments’s iShares Bitcoin Trust IBIT Stock Holding History

Atria Investments’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	$2.75M	Sell	82,603 -4,130	-5%	-$168K	0.03%	612
2026 Q1	$3.33M	Sell	86,733 -25,938	-23%	-$1.12M	0.04%	507
2025 Q4	$5.59M	Buy	112,671 +53,195	+89%	+$3.02M	0.06%	342
2025 Q3	$3.87M	Buy	59,476 +6,752	+13%	+$439K	0.04%	471
2025 Q2	$3.23M	Buy	52,724 +3,159	+6%	+$177K	0.04%	540
2025 Q1	$2.32M	Buy	49,565 +36,651	+284%	+$1.94M	0.03%	642
2024 Q4	$685K	Sell	12,914 -2,534	-16%	-$120K	0.01%	1164
2024 Q3	$558K	Buy	+15,448	New	+$536K	0.01%	1264

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

Atria Investments's IBIT Position: Q2 2026 in Review

Atria Investments reduced its iShares Bitcoin Trust (IBIT) stake by 4.8% in Q2 2026, selling an estimated $168K and leaving 82,603 shares worth $2.75M. The position accounts for 0.03% of the portfolio, ranked #612.

Atria Investments first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.59M in Q4 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Atria Investments held 82,603 shares of iShares Bitcoin Trust worth $2.75M as of Q2 2026.
Atria Investments sold 4,130 iShares Bitcoin Trust shares in Q2 2026, an estimated $168K.
iShares Bitcoin Trust made up 0.03% of Atria Investments's portfolio in Q2 2026, its #612 holding.
Atria Investments first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
Atria Investments's iShares Bitcoin Trust position peaked at $5.59M in Q4 2025.
1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.