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Financial Security Advisor’s iShares Bitcoin Trust IBIT Stock Holding History

Financial Security Advisor’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 		– Sell
-5,436
Closed -$209K – 169
2026
Q1 		$209K Sell
5,436
-804
-13% -$34.8K 0.04% 154
2025
Q4 		$310K Buy
6,240
+975
+19% +$55.4K 0.06% 119
2025
Q3 		$342K Hold
5,265
– – 0.07% 101
2025
Q2 		$322K Hold
5,265
– – 0.07% 94
2025
Q1 		$246K Hold
5,265
– – 0.06% 105
2024
Q4 		$279K Buy
+5,265
New +$249K 0.07% 89
2024
Q2 		– Sell
-5,115
Closed -$207K – 116
2024
Q1 		$207K Buy
+5,115
New +$160K 0.07% 103

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

Financial Security Advisor's IBIT Position: Q2 2026 in Review

Financial Security Advisor sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,436 shares — an estimated $209K sold.

Financial Security Advisor first reported a position in IBIT in Q1 2024 and held it in 7 quarters. The position peaked at $342K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Financial Security Advisor reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Financial Security Advisor sold 5,436 iShares Bitcoin Trust shares in Q2 2026, an estimated $209K.
  • Financial Security Advisor first reported a position in iShares Bitcoin Trust in Q1 2024 and held it in 7 quarters.
  • Financial Security Advisor's iShares Bitcoin Trust position peaked at $342K in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.