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Cavalier Investments’s iShares Bitcoin Trust IBIT Stock Holding History

Cavalier Investments’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 		– Sell
-350,000
Closed -$13.4M – 87
2026
Q1 		$13.4M Buy
350,000
+206,000
+143% +$8.92M 0.36% 32
2025
Q4 		$7.15M Buy
144,000
+143,510
+29,288% +$8.15M 0.37% 40
2025
Q3 		$3.19M Buy
+490
New +$31.9K 0.26% 50

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

Cavalier Investments's IBIT Position: Q2 2026 in Review

Cavalier Investments increased its iShares Bitcoin Trust (IBIT) stake by 624% in Q2 2026, buying an estimated $4.11M and bringing the position to 117,232 shares worth $3.9M. The position accounts for 0.16% of the portfolio, ranked #46.

Cavalier Investments first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. 1,469 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Cavalier Investments held 117,232 shares of iShares Bitcoin Trust worth $3.9M as of Q2 2026.
  • Cavalier Investments bought 101,042 iShares Bitcoin Trust shares in Q2 2026, an estimated $4.11M.
  • iShares Bitcoin Trust made up 0.16% of Cavalier Investments's portfolio in Q2 2026, its #46 holding.
  • Cavalier Investments first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • 1,469 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.