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

BlackDiamond 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	$767K	Sell	21,159 -435	-2%	-$17.7K	0.31%	75
2026 Q1	$830K	Buy	21,594 +5,560	+35%	+$241K	0.4%	58
2025 Q4	$643K	Sell	16,034 -1,231	-7%	-$69.9K	0.31%	68
2025 Q3	$1.12M	Sell	17,265 -9,184	-35%	-$597K	0.61%	43
2025 Q2	$1.58M	Sell	26,449 -2,565	-9%	-$144K	0.91%	33
2025 Q1	$1.7M	Buy	29,014 +1,792	+7%	+$94.9K	1.15%	31
2024 Q4	$1.44M	Buy	27,222 +21,479	+374%	+$1.01M	0.83%	35
2024 Q3	$293K	Buy	+5,743	New	+$199K	0.18%	124

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

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

BlackDiamond Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 2% in Q2 2026, selling an estimated $17.7K and leaving 21,159 shares worth $767K. The position accounts for 0.31% of the portfolio, ranked #75.

BlackDiamond Wealth Management first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q1 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

BlackDiamond Wealth Management held 21,159 shares of iShares Bitcoin Trust worth $767K as of Q2 2026.
BlackDiamond Wealth Management sold 435 iShares Bitcoin Trust shares in Q2 2026, an estimated $17.7K.
iShares Bitcoin Trust made up 0.31% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #75 holding.
BlackDiamond Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
BlackDiamond Wealth Management's iShares Bitcoin Trust position peaked at $1.7M in Q1 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.