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Delta Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

Delta Investment Management’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 		$688K Sell
20,676
-524
-2% -$21.3K 0.11% 134
2026
Q1 		$815K Sell
21,200
-973
-4% -$42.1K 0.15% 106
2025
Q4 		$1.1M Sell
22,173
-486
-2% -$27.6K 0.19% 93
2025
Q3 		$1.47M Buy
22,659
+1,279
+6% +$83.2K 0.26% 66
2025
Q2 		$1.31M Sell
21,380
-141
-0.7% -$7.9K 0.25% 71
2025
Q1 		$1.01M Buy
21,521
+208
+1% +$11K 0.2% 68
2024
Q4 		$1.13M Buy
21,313
+14,574
+216% +$688K 0.22% 73
2024
Q3 		$243K Buy
+6,739
New +$234K 0.05% 214

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

Delta Investment Management's IBIT Position: Q2 2026 in Review

Delta Investment Management reduced its iShares Bitcoin Trust (IBIT) stake by 2.5% in Q2 2026, selling an estimated $21.3K and leaving 20,676 shares worth $688K. The position accounts for 0.11% of the portfolio, ranked #134.

Delta Investment Management first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q3 2025. 1,478 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Delta Investment Management held 20,676 shares of iShares Bitcoin Trust worth $688K as of Q2 2026.
  • Delta Investment Management sold 524 iShares Bitcoin Trust shares in Q2 2026, an estimated $21.3K.
  • iShares Bitcoin Trust made up 0.11% of Delta Investment Management's portfolio in Q2 2026, its #134 holding.
  • Delta Investment Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • Delta Investment Management's iShares Bitcoin Trust position peaked at $1.47M in Q3 2025.
  • 1,478 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.