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Capital Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Capital Investment Advisors’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 		$1.1M Buy
33,040
+2,289
+7% +$93.1K 0.01% 345
2026
Q1 		$1.18M Buy
30,751
+10,985
+56% +$476K 0.02% 314
2025
Q4 		$981K Buy
19,766
+6,807
+53% +$387K 0.01% 344
2025
Q3 		$842K Buy
12,959
+444
+4% +$28.9K 0.01% 359
2025
Q2 		$766K Buy
12,515
+2,616
+26% +$147K 0.01% 374
2025
Q1 		$463K Buy
9,899
+2,907
+42% +$154K 0.01% 444
2024
Q4 		$371K Buy
+6,992
New +$330K 0.01% 473

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

Capital Investment Advisors's IBIT Position: Q2 2026 in Review

Capital Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 7.4% in Q2 2026, buying an estimated $93.1K and bringing the position to 33,040 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #345.

Capital Investment Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q1 2026. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Capital Investment Advisors held 33,040 shares of iShares Bitcoin Trust worth $1.1M as of Q2 2026.
  • Capital Investment Advisors bought 2,289 iShares Bitcoin Trust shares in Q2 2026, an estimated $93.1K.
  • iShares Bitcoin Trust made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #345 holding.
  • Capital Investment Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Capital Investment Advisors's iShares Bitcoin Trust position peaked at $1.18M in Q1 2026.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.