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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$756K Sell
22,715
-4,920
-18% -$200K 0.01% 214
2026
Q1 		$1.06M Buy
27,635
+13,253
+92% +$574K 0.02% 174
2025
Q4 		$714K Buy
+14,382
New +$817K 0.01% 176

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

CLA (CliftonLarsonAllen) Wealth Advisors's IBIT Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 18% in Q2 2026, selling an estimated $200K and leaving 22,715 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #214.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.06M in Q1 2026. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 22,715 shares of iShares Bitcoin Trust worth $756K as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 4,920 iShares Bitcoin Trust shares in Q2 2026, an estimated $200K.
  • iShares Bitcoin Trust made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #214 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Bitcoin Trust position peaked at $1.06M in Q1 2026.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.