AAS
IBIT icon

Avantax Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$12.6M Buy
205,075
+140,013
+215% +$7.85M 0.07% 215
2025
Q1 		$3.05M Buy
65,062
+43,344
+200% +$2.29M 0.02% 572
2024
Q4 		$1.15M Buy
+21,718
New +$1.03M 0.01% 974

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's IBIT Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 215% in Q2 2025, buying an estimated $7.85M and bringing the position to 205,075 shares worth $12.6M. The position accounts for 0.07% of the portfolio, ranked #215.

Avantax Advisory Services first reported a position in IBIT in Q4 2024 and has held it in 3 quarters since. 1,433 funds tracked by Wall St. Rank hold IBIT as of Q2 2025.

  • Avantax Advisory Services held 205,075 shares of iShares Bitcoin Trust worth $12.6M as of Q2 2025.
  • Avantax Advisory Services bought 140,013 iShares Bitcoin Trust shares in Q2 2025, an estimated $7.85M.
  • iShares Bitcoin Trust made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #215 holding.
  • Avantax Advisory Services first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 3 quarters since.
  • 1,433 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.