Avestar Capital’s iShares Bitcoin Trust IBIT Stock Holding History

Avestar Capital’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	$3.96M	Buy	118,841 +901	+0.8%	+$36.7K	0.22%	80
2026 Q1	$4.53M	Sell	117,940 -123,988	-51%	-$5.37M	0.29%	61
2025 Q4	$12M	Buy	241,928 +148,358	+159%	+$8.43M	0.78%	22
2025 Q3	$6.08M	Buy	93,570 +2,915	+3%	+$190K	0.4%	45
2025 Q2	$5.55M	Buy	90,655 +2,619	+3%	+$147K	0.38%	47
2025 Q1	$4.12M	Buy	88,036 +4,917	+6%	+$260K	0.36%	59
2024 Q4	$4.41M	Buy	83,119 +16,650	+25%	+$786K	0.37%	59
2024 Q3	$2.4M	Sell	66,469 -435	-0.7%	-$15.1K	0.25%	75
2024 Q2	$2.28M	Buy	66,904 +3,108	+5%	+$116K	0.23%	77
2024 Q1	$2.58M	Buy	+63,796	New	+$1.99M	0.27%	67

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

Avestar Capital's IBIT Position: Q2 2026 in Review

Avestar Capital increased its iShares Bitcoin Trust (IBIT) stake by 0.76% in Q2 2026, buying an estimated $36.7K and bringing the position to 118,841 shares worth $3.96M. The position accounts for 0.22% of the portfolio, ranked #80.

Avestar Capital first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $12M in Q4 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Avestar Capital held 118,841 shares of iShares Bitcoin Trust worth $3.96M as of Q2 2026.
Avestar Capital bought 901 iShares Bitcoin Trust shares in Q2 2026, an estimated $36.7K.
iShares Bitcoin Trust made up 0.22% of Avestar Capital's portfolio in Q2 2026, its #80 holding.
Avestar Capital first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Avestar Capital's iShares Bitcoin Trust position peaked at $12M in Q4 2025.
1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.