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Coppell Advisory Solutions’s iShares Bitcoin Trust IBIT Stock Holding History

Coppell Advisory Solutions’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 		$213K Buy
+19,998
New +$813K 0.02% 427
2026
Q1 		– Sell
-9,283
Closed -$463K – 178
2025
Q4 		$463K Buy
+9,283
New +$527K 0.05% 263
2025
Q1 		– Sell
-79
Closed -$4.23K – 1032
2024
Q4 		$4.23K Buy
+79
New +$3.73K ﹤0.01% 1365

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

Coppell Advisory Solutions's IBIT Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 19,998 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #427 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in IBIT as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in IBIT in Q4 2024 and has held it in 3 quarters since. The position peaked at $463K in Q4 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Coppell Advisory Solutions held 19,998 shares of iShares Bitcoin Trust worth $213K as of Q2 2026.
  • iShares Bitcoin Trust was a new Coppell Advisory Solutions position in Q2 2026.
  • iShares Bitcoin Trust made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #427 holding.
  • Coppell Advisory Solutions first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 3 quarters since.
  • Coppell Advisory Solutions's iShares Bitcoin Trust position peaked at $463K in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.