Black Diamond Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Black Diamond Financial’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	$277K	Sell	8,331 -50	-0.6%	-$2.03K	0.02%	162
2026 Q1	$322K	Sell	8,381 -498	-6%	-$21.6K	0.04%	139
2025 Q4	$441K	Sell	8,879 -570	-6%	-$32.4K	0.05%	109
2025 Q3	$614K	Sell	9,449 -843	-8%	-$54.8K	0.07%	89
2025 Q2	$630K	Hold	10,292	–	–	0.1%	78
2025 Q1	$482K	Sell	10,292 -805	-7%	-$42.6K	0.07%	90
2024 Q4	$589K	Buy	11,097 +1,500	+16%	+$70.8K	0.09%	80
2024 Q3	$347K	Sell	9,597 -621	-6%	-$21.6K	0.06%	102
2024 Q2	$349K	Buy	+10,218	New	+$382K	0.07%	100

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

Black Diamond Financial's IBIT Position: Q2 2026 in Review

Black Diamond Financial reduced its iShares Bitcoin Trust (IBIT) stake by 0.6% in Q2 2026, selling an estimated $2.03K and leaving 8,331 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #162.

Black Diamond Financial first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $630K in Q2 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Black Diamond Financial held 8,331 shares of iShares Bitcoin Trust worth $277K as of Q2 2026.
Black Diamond Financial sold 50 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.03K.
iShares Bitcoin Trust made up 0.02% of Black Diamond Financial's portfolio in Q2 2026, its #162 holding.
Black Diamond Financial first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Black Diamond Financial's iShares Bitcoin Trust position peaked at $630K in Q2 2025.
1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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