Avidian Wealth Enterprises’s iShares Bitcoin Trust IBIT Stock Holding History

Avidian Wealth Enterprises’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	$1.4M	Sell	41,933 -9,851	-19%	-$401K	0.04%	264
2026 Q1	$1.99M	Sell	51,784 -2,778	-5%	-$120K	0.06%	194
2025 Q4	$2.71M	Buy	54,562 +6,251	+13%	+$355K	0.1%	106
2025 Q3	$3.14M	Buy	48,311 +7,737	+19%	+$503K	0.12%	103
2025 Q2	$2.48M	Buy	40,574 +4,457	+12%	+$250K	0.1%	103
2025 Q1	$1.69M	Buy	36,117 +3,828	+12%	+$203K	0.08%	139
2024 Q4	$1.71M	Buy	32,289 +12,358	+62%	+$583K	0.08%	135
2024 Q3	$720K	Buy	19,931 +5,724	+40%	+$199K	0.03%	238
2024 Q2	$485K	Buy	14,207 +1,279	+10%	+$47.8K	0.02%	302
2024 Q1	$523K	Buy	+12,928	New	+$403K	0.03%	260

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

Avidian Wealth Enterprises's IBIT Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares Bitcoin Trust (IBIT) stake by 19% in Q2 2026, selling an estimated $401K and leaving 41,933 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #264.

Avidian Wealth Enterprises first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.14M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Avidian Wealth Enterprises held 41,933 shares of iShares Bitcoin Trust worth $1.4M as of Q2 2026.
Avidian Wealth Enterprises sold 9,851 iShares Bitcoin Trust shares in Q2 2026, an estimated $401K.
iShares Bitcoin Trust made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #264 holding.
Avidian Wealth Enterprises first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Avidian Wealth Enterprises's iShares Bitcoin Trust position peaked at $3.14M in Q3 2025.
1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.