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EPG Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

EPG Wealth 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 		$546K Buy
+16,408
New +$667K 0.13% 141
2026
Q1 		– Sell
-14,302
Closed -$710K – 327
2025
Q4 		$710K Buy
14,302
+5,579
+64% +$317K 0.19% 122
2025
Q3 		$567K Buy
+8,723
New +$567K 0.16% 135

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

EPG Wealth Management's IBIT Position: Q2 2026 in Review

EPG Wealth Management opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 16,408 shares worth $546K. The stake represents 0.13% of the portfolio and ranks #141 among its holdings. This is a return to the name: EPG Wealth Management previously reported a position in IBIT as recently as Q4 2025.

EPG Wealth Management first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $710K in Q4 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • EPG Wealth Management held 16,408 shares of iShares Bitcoin Trust worth $546K as of Q2 2026.
  • iShares Bitcoin Trust was a new EPG Wealth Management position in Q2 2026.
  • iShares Bitcoin Trust made up 0.13% of EPG Wealth Management's portfolio in Q2 2026, its #141 holding.
  • EPG Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • EPG Wealth Management's iShares Bitcoin Trust position peaked at $710K in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.