Bellecapital’s iShares Bitcoin Trust IBIT Stock Holding History

Bellecapital’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	$4.28M	Buy	128,714 +4,473	+4%	+$182K	0.69%	37
2026 Q1	$4.77M	Buy	124,241 +33,752	+37%	+$1.46M	0.86%	36
2025 Q4	$4.49M	Buy	90,489 +15,260	+20%	+$867K	0.8%	32
2025 Q3	$4.89M	Buy	75,229 +19,335	+35%	+$1.26M	0.79%	34
2025 Q2	$3.42M	Sell	55,894 -9,013	-14%	-$505K	0.61%	35
2025 Q1	$3.04M	Sell	64,907 -1,524	-2%	-$80.7K	0.6%	39
2024 Q4	$3.52M	Buy	66,431 +15,556	+31%	+$734K	0.62%	39
2024 Q3	$1.84M	Sell	50,875 -5,158	-9%	-$179K	0.36%	48
2024 Q2	$1.91M	Buy	56,033 +27,483	+96%	+$1.03M	0.41%	46
2024 Q1	$1.16M	Buy	+28,550	New	+$890K	0.25%	63

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bellecapital's IBIT Position: Q2 2026 in Review

Bellecapital increased its iShares Bitcoin Trust (IBIT) stake by 3.6% in Q2 2026, buying an estimated $182K and bringing the position to 128,714 shares worth $4.28M. The position accounts for 0.69% of the portfolio, ranked #37.

Bellecapital first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.89M in Q3 2025. 1,469 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Bellecapital held 128,714 shares of iShares Bitcoin Trust worth $4.28M as of Q2 2026.
Bellecapital bought 4,473 iShares Bitcoin Trust shares in Q2 2026, an estimated $182K.
iShares Bitcoin Trust made up 0.69% of Bellecapital's portfolio in Q2 2026, its #37 holding.
Bellecapital first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Bellecapital's iShares Bitcoin Trust position peaked at $4.89M in Q3 2025.
1,469 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.