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Forum Financial Management’s iShares Bitcoin Trust IBIT Stock Holding History

Forum Financial 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 		$513K Sell
15,415
-283
-2% -$11.5K 0.01% 206
2026
Q1 		$603K Buy
15,698
+279
+2% +$12.1K 0.01% 175
2025
Q4 		$766K Buy
15,419
+7,519
+95% +$427K 0.01% 314
2025
Q3 		$514K Buy
7,900
+150
+2% +$9.76K 0.01% 445
2025
Q2 		$474K Buy
7,750
+3,003
+63% +$168K 0.01% 439
2025
Q1 		$222K Buy
+4,747
New +$251K ﹤0.01% 761

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 Financial Management's IBIT Position: Q2 2026 in Review

Forum Financial Management reduced its iShares Bitcoin Trust (IBIT) stake by 1.8% in Q2 2026, selling an estimated $11.5K and leaving 15,415 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #206.

Forum Financial Management first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $766K in Q4 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Forum Financial Management held 15,415 shares of iShares Bitcoin Trust worth $513K as of Q2 2026.
  • Forum Financial Management sold 283 iShares Bitcoin Trust shares in Q2 2026, an estimated $11.5K.
  • iShares Bitcoin Trust made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #206 holding.
  • Forum Financial Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Forum Financial Management's iShares Bitcoin Trust position peaked at $766K in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.