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Diversify Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Diversify Advisory Services’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 		$1.74M Buy
+47,238
New +$1.92M 0.03% 451
2026
Q1 		– Sell
-350,570
Closed -$19M – 506
2025
Q4 		$19M Buy
350,570
+337,660
+2,615% +$19.2M 0.6% 31
2025
Q3 		$781K Buy
12,910
+2,179
+20% +$142K 0.03% 431
2025
Q2 		$729K Buy
10,731
+4,617
+76% +$259K 0.03% 414
2025
Q1 		$332K Buy
+6,114
New +$324K 0.02% 464

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

Diversify Advisory Services's IBIT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 47,238 shares worth $1.74M. The stake represents 0.03% of the portfolio and ranks #451 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IBIT as recently as Q4 2025.

Diversify Advisory Services first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $19M in Q4 2025. 1,467 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Diversify Advisory Services held 47,238 shares of iShares Bitcoin Trust worth $1.74M as of Q2 2026.
  • iShares Bitcoin Trust was a new Diversify Advisory Services position in Q2 2026.
  • iShares Bitcoin Trust made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #451 holding.
  • Diversify Advisory Services first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • Diversify Advisory Services's iShares Bitcoin Trust position peaked at $19M in Q4 2025.
  • 1,467 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.