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Diversified Trust’s iShares Bitcoin Trust IBIT Stock Holding History

Diversified Trust’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 		$545K Hold
16,386
– – 0.01% 726
2026
Q1 		$630K Buy
16,386
+1,148
+8% +$49.7K 0.01% 612
2025
Q4 		$757K Sell
15,238
-7,106
-32% -$404K 0.01% 530
2025
Q3 		$1.45M Sell
22,344
-2,454
-10% -$160K 0.03% 324
2025
Q2 		$1.52M Sell
24,798
-377
-1% -$21.1K 0.03% 292
2025
Q1 		$1.18M Hold
25,175
– – 0.03% 319
2024
Q4 		$1.34M Buy
+25,175
New +$1.19M 0.03% 304

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Diversified Trust's IBIT Position: Q2 2026 in Review

Diversified Trust held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 16,386 shares worth $545K. The position accounts for 0.01% of the portfolio, ranked #726.

Diversified Trust first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q2 2025. 287 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Diversified Trust held 16,386 shares of iShares Bitcoin Trust worth $545K as of Q2 2026.
  • Diversified Trust left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #726 holding.
  • Diversified Trust first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Diversified Trust's iShares Bitcoin Trust position peaked at $1.52M in Q2 2025.
  • 287 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.