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

Beacon Financial Group’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 		$509K Sell
15,276
-15
-0.1% -$610 0.05% 241
2026
Q1 		$587K Buy
15,291
+170
+1% +$7.36K 0.06% 220
2025
Q4 		$751K Sell
15,121
-737
-5% -$41.9K 0.07% 190
2025
Q3 		$1.03M Hold
15,858
– – 0.1% 169
2025
Q2 		$971K Sell
15,858
-348
-2% -$19.5K 0.1% 170
2025
Q1 		$759K Sell
16,206
-4,177
-20% -$221K 0.08% 181
2024
Q4 		$1.08M Buy
20,383
+1,390
+7% +$65.6K 0.12% 151
2024
Q3 		$686K Buy
18,993
+11,793
+164% +$409K 0.07% 192
2024
Q2 		$246K Buy
7,200
+346
+5% +$12.9K 0.03% 293
2024
Q1 		$277K Buy
+6,854
New +$214K 0.03% 282

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 Group's IBIT Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares Bitcoin Trust (IBIT) stake by 0.1% in Q2 2026, selling an estimated $610 and leaving 15,276 shares worth $509K. The position accounts for 0.05% of the portfolio, ranked #241.

Beacon Financial Group first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.08M in Q4 2024. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Beacon Financial Group held 15,276 shares of iShares Bitcoin Trust worth $509K as of Q2 2026.
  • Beacon Financial Group sold 15 iShares Bitcoin Trust shares in Q2 2026, an estimated $610.
  • iShares Bitcoin Trust made up 0.05% of Beacon Financial Group's portfolio in Q2 2026, its #241 holding.
  • Beacon Financial Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Beacon Financial Group's iShares Bitcoin Trust position peaked at $1.08M in Q4 2024.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.