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Beaumont Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Beaumont Financial Advisors’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 		$1.03M Sell
30,827
-1
-0% -$41 0.07% 169
2026
Q1 		$1.18M Sell
30,828
-818
-3% -$35.4K 0.08% 149
2025
Q4 		$1.57M Buy
+31,646
New +$1.8M 0.1% 115

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

Beaumont Financial Advisors's IBIT Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 0% in Q2 2026, selling an estimated $41 and leaving 30,827 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #169.

Beaumont Financial Advisors first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.57M in Q4 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Beaumont Financial Advisors held 30,827 shares of iShares Bitcoin Trust worth $1.03M as of Q2 2026.
  • Beaumont Financial Advisors sold 1 iShares Bitcoin Trust share in Q2 2026, an estimated $41.
  • iShares Bitcoin Trust made up 0.07% of Beaumont Financial Advisors's portfolio in Q2 2026, its #169 holding.
  • Beaumont Financial Advisors first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Beaumont Financial Advisors's iShares Bitcoin Trust position peaked at $1.57M in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.