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Equitable Trust’s iShares Bitcoin Trust IBIT Stock Holding History

Equitable 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 		$2.04M Buy
61,395
+5,388
+10% +$219K 0.09% 167
2026
Q1 		$2.15M Buy
56,007
+29,897
+115% +$1.29M 0.1% 149
2025
Q4 		$1.3M Buy
26,110
+3,790
+17% +$215K 0.06% 206
2025
Q3 		$1.45M Buy
22,320
+10,895
+95% +$709K 0.07% 185
2025
Q2 		$699K Buy
11,425
+5,504
+93% +$308K 0.03% 274
2025
Q1 		$277K Buy
5,921
+370
+7% +$19.6K 0.02% 413
2024
Q4 		$294K Buy
+5,551
New +$262K 0.02% 417

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

Equitable Trust's IBIT Position: Q2 2026 in Review

Equitable Trust increased its iShares Bitcoin Trust (IBIT) stake by 9.6% in Q2 2026, buying an estimated $219K and bringing the position to 61,395 shares worth $2.04M. The position accounts for 0.09% of the portfolio, ranked #167.

Equitable Trust first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.15M in Q1 2026. 1,471 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Equitable Trust held 61,395 shares of iShares Bitcoin Trust worth $2.04M as of Q2 2026.
  • Equitable Trust bought 5,388 iShares Bitcoin Trust shares in Q2 2026, an estimated $219K.
  • iShares Bitcoin Trust made up 0.09% of Equitable Trust's portfolio in Q2 2026, its #167 holding.
  • Equitable Trust first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Equitable Trust's iShares Bitcoin Trust position peaked at $2.15M in Q1 2026.
  • 1,471 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.