CA
IBIT icon

COFG Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

COFG 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 		$224K Buy
+6,726
New +$274K 0.04% 295
2026
Q1 		– Sell
-4,523
Closed -$225K – 244
2025
Q4 		$225K Buy
+4,523
New +$257K 0.06% 209

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

COFG Advisors's IBIT Position: Q2 2026 in Review

COFG Advisors opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 6,726 shares worth $224K. The stake represents 0.04% of the portfolio and ranks #295 among its holdings. This is a return to the name: COFG Advisors previously reported a position in IBIT as recently as Q4 2025.

COFG Advisors first reported a position in IBIT in Q4 2025 and has held it in 2 quarters since. The position peaked at $225K in Q4 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • COFG Advisors held 6,726 shares of iShares Bitcoin Trust worth $224K as of Q2 2026.
  • iShares Bitcoin Trust was a new COFG Advisors position in Q2 2026.
  • iShares Bitcoin Trust made up 0.04% of COFG Advisors's portfolio in Q2 2026, its #295 holding.
  • COFG Advisors first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • COFG Advisors's iShares Bitcoin Trust position peaked at $225K in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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