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

Finer 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 		$2.76M Buy
82,763
+11,389
+16% +$463K 1.23% 22
2026
Q1 		$2.74M Buy
71,374
+14,948
+26% +$647K 1.38% 21
2025
Q4 		$2.8M Buy
56,426
+11,802
+26% +$670K 1.36% 22
2025
Q3 		$2.9M Buy
44,624
+4,956
+12% +$322K 1.45% 22
2025
Q2 		$2.43M Buy
39,668
+22,872
+136% +$1.28M 1.3% 24
2025
Q1 		$786K Buy
16,796
+12,043
+253% +$638K 0.47% 43
2024
Q4 		$252K Buy
+4,753
New +$224K 0.14% 76

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

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

Finer Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 16% in Q2 2026, buying an estimated $463K and bringing the position to 82,763 shares worth $2.76M. The position accounts for 1.23% of the portfolio, ranked #22.

Finer Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.9M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Finer Wealth Management held 82,763 shares of iShares Bitcoin Trust worth $2.76M as of Q2 2026.
  • Finer Wealth Management bought 11,389 iShares Bitcoin Trust shares in Q2 2026, an estimated $463K.
  • iShares Bitcoin Trust made up 1.23% of Finer Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Finer Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Finer Wealth Management's iShares Bitcoin Trust position peaked at $2.9M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.