BCWM
IBIT icon

Ball & Co Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Ball & Co 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 		– Sell
-1,046
Closed -$40K – 78
2026
Q1 		$40K Buy
+1,046
New +$45.3K 0.03% 44
2025
Q3 		– Sell
-16,813
Closed -$1.03M – 87
2025
Q2 		$1.03M Buy
+16,813
New +$942K 1.1% 8

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

Ball & Co Wealth Management's IBIT Position: Q2 2026 in Review

Ball & Co Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 1,046 shares — an estimated $40K sold.

Ball & Co Wealth Management first reported a position in IBIT in Q2 2025 and held it in 2 quarters. The position peaked at $1.03M in Q2 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Ball & Co Wealth Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Ball & Co Wealth Management sold 1,046 iShares Bitcoin Trust shares in Q2 2026, an estimated $40K.
  • Ball & Co Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 2 quarters.
  • Ball & Co Wealth Management's iShares Bitcoin Trust position peaked at $1.03M in Q2 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.