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Beacon Financial Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

Beacon Financial Advisory’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 		$273K Sell
8,215
-2,650
-24% -$108K 0.05% 352
2026
Q1 		$417K Buy
10,865
+720
+7% +$31.2K 0.09% 257
2025
Q4 		$504K Sell
10,145
-42
-0.4% -$2.39K 0.12% 218
2025
Q3 		$662K Buy
10,187
+3,977
+64% +$259K 0.15% 166
2025
Q2 		$380K Buy
6,210
+916
+17% +$51.3K 0.1% 235
2025
Q1 		$248K Buy
5,294
+819
+18% +$43.4K 0.08% 281
2024
Q4 		$237K Sell
4,475
-2,528
-36% -$119K 0.08% 262
2024
Q3 		$253K Buy
+7,003
New +$243K 0.09% 249

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

Beacon Financial Advisory's IBIT Position: Q2 2026 in Review

Beacon Financial Advisory reduced its iShares Bitcoin Trust (IBIT) stake by 24% in Q2 2026, selling an estimated $108K and leaving 8,215 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #352.

Beacon Financial Advisory first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $662K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Beacon Financial Advisory held 8,215 shares of iShares Bitcoin Trust worth $273K as of Q2 2026.
  • Beacon Financial Advisory sold 2,650 iShares Bitcoin Trust shares in Q2 2026, an estimated $108K.
  • iShares Bitcoin Trust made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #352 holding.
  • Beacon Financial Advisory first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • Beacon Financial Advisory's iShares Bitcoin Trust position peaked at $662K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.