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Avior Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Avior Wealth Management’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 		$1.55M Buy
46,471
+3,627
+8% +$148K 0.04% 289
2026
Q1 		$1.65M Buy
42,844
+278
+0.7% +$12K 0.05% 273
2025
Q4 		$2.11M Buy
42,566
+9,830
+30% +$558K 0.07% 196
2025
Q3 		$2.13M Buy
32,736
+11,723
+56% +$763K 0.07% 188
2025
Q2 		$1.29M Buy
21,013
+2,028
+11% +$114K 0.04% 243
2025
Q1 		$889K Buy
18,985
+5,346
+39% +$283K 0.03% 288
2024
Q4 		$724K Buy
13,639
+11,785
+636% +$556K 0.03% 355
2024
Q3 		$67K Sell
1,854
-600
-24% -$20.8K ﹤0.01% 1015
2024
Q2 		$83.8K Buy
2,454
+1,834
+296% +$68.5K ﹤0.01% 918
2024
Q1 		$25.1K Buy
+620
New +$19.3K ﹤0.01% 1504

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Avior Wealth Management's IBIT Position: Q2 2026 in Review

Avior Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 8.5% in Q2 2026, buying an estimated $148K and bringing the position to 46,471 shares worth $1.55M. The position accounts for 0.04% of the portfolio, ranked #289.

Avior Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.13M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Avior Wealth Management held 46,471 shares of iShares Bitcoin Trust worth $1.55M as of Q2 2026.
  • Avior Wealth Management bought 3,627 iShares Bitcoin Trust shares in Q2 2026, an estimated $148K.
  • iShares Bitcoin Trust made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #289 holding.
  • Avior Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Avior Wealth Management's iShares Bitcoin Trust position peaked at $2.13M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.