BigSur Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

BigSur Wealth 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	$9.9M	Buy	297,451 +29,050	+11%	+$1.18M	2.38%	9
2026 Q1	$10.3M	Sell	268,401 -28,077	-9%	-$1.22M	2.89%	5
2025 Q4	$14.7M	Buy	296,478 +34,995	+13%	+$1.99M	3.57%	5
2025 Q3	$17M	Buy	261,483 +143,888	+122%	+$9.36M	4.16%	3
2025 Q2	$7.2M	Buy	117,595 +27,000	+30%	+$1.51M	1.82%	11
2025 Q1	$4.24M	Buy	90,595 +42,560	+89%	+$2.25M	1.15%	23
2024 Q4	$2.55M	Sell	48,035 -49,512	-51%	-$2.34M	0.73%	39
2024 Q3	$3.52M	Buy	97,547 +16,000	+20%	+$556K	0.97%	31
2024 Q2	$2.78M	Hold	81,547	–	–	0.85%	34
2024 Q1	$3.3M	Buy	+81,547	New	+$2.54M	1.03%	24

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

BigSur Wealth Management's IBIT Position: Q2 2026 in Review

BigSur Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 11% in Q2 2026, buying an estimated $1.18M and bringing the position to 297,451 shares worth $9.9M. The position accounts for 2.38% of the portfolio, ranked #9.

BigSur Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $17M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

BigSur Wealth Management held 297,451 shares of iShares Bitcoin Trust worth $9.9M as of Q2 2026.
BigSur Wealth Management bought 29,050 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.18M.
iShares Bitcoin Trust made up 2.38% of BigSur Wealth Management's portfolio in Q2 2026, its #9 holding.
BigSur Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
BigSur Wealth Management's iShares Bitcoin Trust position peaked at $17M in Q3 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.