CA
IBIT icon

Clearstead Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Clearstead 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 		$3.53M Sell
106,173
-12,420
-10% -$505K 0.03% 295
2026
Q1 		$4.56M Buy
118,593
+53,176
+81% +$2.3M 0.04% 245
2025
Q4 		$3.25M Buy
65,417
+21,806
+50% +$1.24M 0.04% 257
2025
Q3 		$2.83M Buy
43,611
+8,697
+25% +$566K 0.04% 268
2025
Q2 		$2.14M Buy
34,914
+5,319
+18% +$298K 0.03% 308
2025
Q1 		$1.39M Buy
29,595
+9,012
+44% +$477K 0.02% 355
2024
Q4 		$1.09M Buy
20,583
+13,253
+181% +$626K 0.02% 396
2024
Q3 		$265K Buy
7,330
+740
+11% +$25.7K ﹤0.01% 761
2024
Q2 		$225K Buy
6,590
+4,070
+162% +$152K ﹤0.01% 789
2024
Q1 		$90.7K Buy
+2,520
New +$78.6K ﹤0.01% 624

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

Clearstead Advisors's IBIT Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 10% in Q2 2026, selling an estimated $505K and leaving 106,173 shares worth $3.53M. The position accounts for 0.03% of the portfolio, ranked #295.

Clearstead Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.56M in Q1 2026. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Clearstead Advisors held 106,173 shares of iShares Bitcoin Trust worth $3.53M as of Q2 2026.
  • Clearstead Advisors sold 12,420 iShares Bitcoin Trust shares in Q2 2026, an estimated $505K.
  • iShares Bitcoin Trust made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #295 holding.
  • Clearstead Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Clearstead Advisors's iShares Bitcoin Trust position peaked at $4.56M in Q1 2026.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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