Belpointe Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Belpointe Asset 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	$1.41M	Sell	42,281 -25,533	-38%	-$1.04M	0.05%	382
2026 Q1	$2.61M	Buy	67,814 +30,959	+84%	+$1.34M	0.1%	194
2025 Q4	$1.83M	Sell	36,855 -18,637	-34%	-$1.06M	0.07%	239
2025 Q3	$3.61M	Sell	55,492 -4,821	-8%	-$314K	0.14%	126
2025 Q2	$3.69M	Buy	60,313 +30,100	+100%	+$1.69M	0.15%	115
2025 Q1	$1.41M	Sell	30,213 -11,786	-28%	-$624K	0.07%	256
2024 Q4	$1.4M	Sell	41,999 -1,279	-3%	-$60.4K	0.08%	235
2024 Q3	$1.56M	Buy	43,278 +31,778	+276%	+$1.1M	0.09%	216
2024 Q2	$393K	Sell	11,500 -67,567	-85%	-$2.52M	0.03%	510
2024 Q1	$3.2M	Buy	+79,067	New	+$2.47M	0.24%	86

Other funds holding IBIT

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Belpointe Asset Management's IBIT Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares Bitcoin Trust (IBIT) stake by 38% in Q2 2026, selling an estimated $1.04M and leaving 42,281 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #382.

Belpointe Asset Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.69M in Q2 2025. 678 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Belpointe Asset Management held 42,281 shares of iShares Bitcoin Trust worth $1.41M as of Q2 2026.
Belpointe Asset Management sold 25,533 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.04M.
iShares Bitcoin Trust made up 0.05% of Belpointe Asset Management's portfolio in Q2 2026, its #382 holding.
Belpointe Asset Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Belpointe Asset Management's iShares Bitcoin Trust position peaked at $3.69M in Q2 2025.
678 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.