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

BCS 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 		$379K Sell
11,374
-153
-1% -$6.22K 0.07% 209
2026
Q1 		$443K Sell
11,527
-15,155
-57% -$656K 0.09% 171
2025
Q4 		$1.32M Buy
26,682
+17,046
+177% +$968K 0.13% 133
2025
Q3 		$626K Buy
9,636
+5,478
+132% +$356K 0.14% 132
2025
Q2 		$255K Buy
+4,158
New +$233K 0.05% 222

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

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

BCS Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 1.3% in Q2 2026, selling an estimated $6.22K and leaving 11,374 shares worth $379K. The position accounts for 0.07% of the portfolio, ranked #209.

BCS Wealth Management first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.32M in Q4 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • BCS Wealth Management held 11,374 shares of iShares Bitcoin Trust worth $379K as of Q2 2026.
  • BCS Wealth Management sold 153 iShares Bitcoin Trust shares in Q2 2026, an estimated $6.22K.
  • iShares Bitcoin Trust made up 0.07% of BCS Wealth Management's portfolio in Q2 2026, its #209 holding.
  • BCS Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • BCS Wealth Management's iShares Bitcoin Trust position peaked at $1.32M in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.