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Benjamin Edwards Inc’s iShares Bitcoin Trust IBIT Stock Holding History

Benjamin Edwards Inc’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 		$1.15M Buy
34,414
+6,858
+25% +$279K 0.01% 747
2026
Q1 		$1.06M Buy
27,556
+6,404
+30% +$277K 0.01% 740
2025
Q4 		$1.05M Buy
21,152
+925
+5% +$52.5K 0.01% 697
2025
Q3 		$1.31M Buy
+20,227
New +$1.32M 0.01% 606

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

Benjamin Edwards Inc's IBIT Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Bitcoin Trust (IBIT) stake by 25% in Q2 2026, buying an estimated $279K and bringing the position to 34,414 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #747.

Benjamin Edwards Inc first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.31M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Benjamin Edwards Inc held 34,414 shares of iShares Bitcoin Trust worth $1.15M as of Q2 2026.
  • Benjamin Edwards Inc bought 6,858 iShares Bitcoin Trust shares in Q2 2026, an estimated $279K.
  • iShares Bitcoin Trust made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #747 holding.
  • Benjamin Edwards Inc first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Benjamin Edwards Inc's iShares Bitcoin Trust position peaked at $1.31M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.