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Evolution Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Evolution Wealth Advisors’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 		$6.18M Buy
185,593
+20,023
+12% +$814K 0.72% 25
2026
Q1 		$6.36M Buy
165,570
+16,884
+11% +$731K 0.65% 24
2025
Q4 		$7.38M Sell
148,686
-28,636
-16% -$1.63M 0.74% 22
2025
Q3 		$11.5M Sell
177,322
-7,779
-4% -$506K 1.55% 15
2025
Q2 		$11.3M Buy
185,101
+771
+0.4% +$43.2K 1.66% 12
2025
Q1 		$8.63M Buy
184,330
+7,550
+4% +$400K 1.44% 18
2024
Q4 		$9.38M Buy
176,780
+54,651
+45% +$2.58M 1.57% 16
2024
Q3 		$4.41M Buy
122,129
+89,634
+276% +$3.11M 0.79% 28
2024
Q2 		$1.11M Buy
+32,495
New +$1.21M 0.22% 58

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

Evolution Wealth Advisors's IBIT Position: Q2 2026 in Review

Evolution Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 12% in Q2 2026, buying an estimated $814K and bringing the position to 185,593 shares worth $6.18M. The position accounts for 0.72% of the portfolio, ranked #25.

Evolution Wealth Advisors first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.5M in Q3 2025. 1,471 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Evolution Wealth Advisors held 185,593 shares of iShares Bitcoin Trust worth $6.18M as of Q2 2026.
  • Evolution Wealth Advisors bought 20,023 iShares Bitcoin Trust shares in Q2 2026, an estimated $814K.
  • iShares Bitcoin Trust made up 0.72% of Evolution Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Evolution Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Evolution Wealth Advisors's iShares Bitcoin Trust position peaked at $11.5M in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.