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Forum Finance Group’s iShares Bitcoin Trust IBIT Stock Holding History

Forum Finance Group’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 		$1.41M Sell
52,416
-3,307
-6% -$135K 0.51% 61
2026
Q1 		$1.74M Buy
+55,723
New +$2.41M 0.94% 33

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

Forum Finance Group's IBIT Position: Q2 2026 in Review

Forum Finance Group reduced its iShares Bitcoin Trust (IBIT) stake by 5.9% in Q2 2026, selling an estimated $135K and leaving 52,416 shares worth $1.41M. The position accounts for 0.51% of the portfolio, ranked #61.

Forum Finance Group first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.74M in Q1 2026. 1,460 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Forum Finance Group held 52,416 shares of iShares Bitcoin Trust worth $1.41M as of Q2 2026.
  • Forum Finance Group sold 3,307 iShares Bitcoin Trust shares in Q2 2026, an estimated $135K.
  • iShares Bitcoin Trust made up 0.51% of Forum Finance Group's portfolio in Q2 2026, its #61 holding.
  • Forum Finance Group first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • Forum Finance Group's iShares Bitcoin Trust position peaked at $1.74M in Q1 2026.
  • 1,460 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.