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

Brookstone 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 		$5.29M Buy
158,875
+4,900
+3% +$199K 0.05% 317
2026
Q1 		$5.92M Sell
153,975
-1,733
-1% -$75K 0.07% 293
2025
Q4 		$7.73M Sell
155,708
-23,728
-13% -$1.35M 0.09% 240
2025
Q3 		$11.7M Sell
179,436
-385
-0.2% -$25K 0.14% 184
2025
Q2 		$11M Buy
179,821
+3,252
+2% +$182K 0.14% 176
2025
Q1 		$8.27M Sell
176,569
-14,986
-8% -$793K 0.12% 201
2024
Q4 		$10.2M Buy
191,555
+4,173
+2% +$197K 0.15% 165
2024
Q3 		$6.77M Sell
187,382
-5,055
-3% -$176K 0.1% 209
2024
Q2 		$7.09M Buy
192,437
+19,051
+11% +$712K 0.12% 188
2024
Q1 		$7.02M Buy
+173,386
New +$5.41M 0.13% 178

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

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

Brookstone Capital Management increased its iShares Bitcoin Trust (IBIT) stake by 3.2% in Q2 2026, buying an estimated $199K and bringing the position to 158,875 shares worth $5.29M. The position accounts for 0.05% of the portfolio, ranked #317.

Brookstone Capital Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.7M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Brookstone Capital Management held 158,875 shares of iShares Bitcoin Trust worth $5.29M as of Q2 2026.
  • Brookstone Capital Management bought 4,900 iShares Bitcoin Trust shares in Q2 2026, an estimated $199K.
  • iShares Bitcoin Trust made up 0.05% of Brookstone Capital Management's portfolio in Q2 2026, its #317 holding.
  • Brookstone Capital Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Brookstone Capital Management's iShares Bitcoin Trust position peaked at $11.7M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.