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Capstone Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Capstone Financial 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 		$320K Buy
9,599
+300
+3% +$12.2K 0.02% 139
2026
Q1 		$357K Buy
9,299
+2,038
+28% +$88.2K 0.02% 129
2025
Q4 		$361K Buy
7,261
+1,776
+32% +$101K 0.02% 123
2025
Q3 		$357K Buy
+5,485
New +$357K 0.02% 124
2025
Q1 		– Sell
-6,592
Closed -$350K – 161
2024
Q4 		$350K Buy
+6,592
New +$311K 0.02% 110

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

Capstone Financial Advisors's IBIT Position: Q2 2026 in Review

Capstone Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 3.2% in Q2 2026, buying an estimated $12.2K and bringing the position to 9,599 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #139.

Capstone Financial Advisors first reported a position in IBIT in Q4 2024 and has held it in 5 quarters since. The position peaked at $361K in Q4 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Capstone Financial Advisors held 9,599 shares of iShares Bitcoin Trust worth $320K as of Q2 2026.
  • Capstone Financial Advisors bought 300 iShares Bitcoin Trust shares in Q2 2026, an estimated $12.2K.
  • iShares Bitcoin Trust made up 0.02% of Capstone Financial Advisors's portfolio in Q2 2026, its #139 holding.
  • Capstone Financial Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 5 quarters since.
  • Capstone Financial Advisors's iShares Bitcoin Trust position peaked at $361K in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.