Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Bitcoin Trust IBIT Stock Holding History

Cetera Investment Advisers’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 		$42.7M Sell
1,283,145
-13,355
-1% -$543K 0.04% 449
2026
Q1 		$49.8M Buy
1,296,500
+262,087
+25% +$11.3M 0.05% 369
2025
Q4 		$51.4M Buy
1,034,413
+43,412
+4% +$2.47M 0.06% 336
2025
Q3 		$64.4M Buy
991,001
+429,323
+76% +$27.9M 0.07% 249
2025
Q2 		$34.4M Buy
561,678
+215,055
+62% +$12.1M 0.06% 337
2025
Q1 		$16.2M Buy
346,623
+154,998
+81% +$8.21M 0.03% 537
2024
Q4 		$10.2M Buy
191,625
+166,180
+653% +$7.85M 0.02% 702
2024
Q3 		$919K Buy
+25,445
New +$883K ﹤0.01% 2178

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

Cetera Investment Advisers's IBIT Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares Bitcoin Trust (IBIT) stake by 1% in Q2 2026, selling an estimated $543K and leaving 1,283,145 shares worth $42.7M. The position accounts for 0.04% of the portfolio, ranked #449.

Cetera Investment Advisers first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $64.4M in Q3 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Cetera Investment Advisers held 1,283,145 shares of iShares Bitcoin Trust worth $42.7M as of Q2 2026.
  • Cetera Investment Advisers sold 13,355 iShares Bitcoin Trust shares in Q2 2026, an estimated $543K.
  • iShares Bitcoin Trust made up 0.04% of Cetera Investment Advisers's portfolio in Q2 2026, its #449 holding.
  • Cetera Investment Advisers first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • Cetera Investment Advisers's iShares Bitcoin Trust position peaked at $64.4M in Q3 2025.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.