Avalon Trust’s Iris Energy IREN Stock Holding History

Avalon Trust’s Portfolio IREN Stock Details IREN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$135K	Hold	3,950	–	–	0.01%	185
2025 Q4	$149K	Buy	3,950 +1,500	+61%	+$77.4K	0.01%	169
2025 Q3	$115K	Buy	+2,450	New	+$59.5K	0.01%	213

Other funds holding IREN

Defiance ETFs New York $6.98B AUM

Situational Awareness San Francisco, California $13.7B AUM 334.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $20.7B AUM 292.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avalon Trust's IREN Position: Q1 2026 in Review

Avalon Trust held its Iris Energy (IREN) position steady in Q1 2026 at 3,950 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #185.

Avalon Trust first reported a position in IREN in Q3 2025 and has held it in 3 quarters since. The position peaked at $149K in Q4 2025. 501 funds tracked by Wall St. Rank hold IREN as of Q1 2026.

Avalon Trust held 3,950 shares of Iris Energy worth $135K as of Q1 2026.
Avalon Trust left its Iris Energy share count unchanged in Q1 2026.
Iris Energy made up 0.01% of Avalon Trust's portfolio in Q1 2026, its #185 holding.
Avalon Trust first reported a position in Iris Energy in Q3 2025 and has held it in 3 quarters since.
Avalon Trust's Iris Energy position peaked at $149K in Q4 2025.
501 funds tracked by Wall St. Rank held Iris Energy as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.