Financial Sense Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Financial Sense 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	$3.51M	Buy	105,485 +15,377	+17%	+$626K	0.69%	38
2026 Q1	$3.46M	Sell	90,108 -412,305	-82%	-$17.9M	0.7%	39
2025 Q4	$24.9M	Sell	502,413 -28,642	-5%	-$1.63M	4.56%	4
2025 Q3	$34.5M	Sell	531,055 -104,911	-16%	-$6.82M	5.88%	3
2025 Q2	$38.9M	Sell	635,966 -29,806	-4%	-$1.67M	9.17%	1
2025 Q1	$31.2M	Buy	665,772 +38,303	+6%	+$2.03M	8.72%	2
2024 Q4	$33.3M	Sell	627,469 -20,871	-3%	-$985K	11%	2
2024 Q3	$23.4M	Buy	648,340 +119,005	+22%	+$4.13M	6.36%	3
2024 Q2	$18.1M	Buy	529,335 +497,750	+1,576%	+$18.6M	5.52%	2
2024 Q1	$1.28M	Buy	+31,585	New	+$985K	0.42%	54

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Financial Sense Advisors's IBIT Position: Q2 2026 in Review

Financial Sense Advisors increased its iShares Bitcoin Trust (IBIT) stake by 17% in Q2 2026, buying an estimated $626K and bringing the position to 105,485 shares worth $3.51M. The position accounts for 0.69% of the portfolio, ranked #38.

Financial Sense Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $38.9M in Q2 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Financial Sense Advisors held 105,485 shares of iShares Bitcoin Trust worth $3.51M as of Q2 2026.
Financial Sense Advisors bought 15,377 iShares Bitcoin Trust shares in Q2 2026, an estimated $626K.
iShares Bitcoin Trust made up 0.69% of Financial Sense Advisors's portfolio in Q2 2026, its #38 holding.
Financial Sense Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Financial Sense Advisors's iShares Bitcoin Trust position peaked at $38.9M in Q2 2025.
1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Financial Sense Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.