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Boreal Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Boreal Capital 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 		$1.49M Buy
+44,780
New +$1.82M 1.11% 20
2026
Q1 		– Sell
-30,212
Closed -$1.31M – 19
2025
Q4 		$1.5M Buy
30,212
+2,078
+7% +$118K 1.13% 21
2025
Q3 		$1.83M Buy
28,134
+10,600
+60% +$689K 1.47% 14
2025
Q2 		$1.07M Buy
+17,534
New +$982K 0.89% 27

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

Boreal Capital Management's IBIT Position: Q2 2026 in Review

Boreal Capital Management opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 44,780 shares worth $1.49M. The stake represents 1.11% of the portfolio and ranks #20 among its holdings. This is a return to the name: Boreal Capital Management previously reported a position in IBIT as recently as Q4 2025.

Boreal Capital Management first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.83M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Boreal Capital Management held 44,780 shares of iShares Bitcoin Trust worth $1.49M as of Q2 2026.
  • iShares Bitcoin Trust was a new Boreal Capital Management position in Q2 2026.
  • iShares Bitcoin Trust made up 1.11% of Boreal Capital Management's portfolio in Q2 2026, its #20 holding.
  • Boreal Capital Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's iShares Bitcoin Trust position peaked at $1.83M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.