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Foundation Wealth Management (Missouri)’s iShares Bitcoin Trust IBIT Stock Holding History

Foundation Wealth Management (Missouri)’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 		$3.61M Buy
108,535
+11,417
+12% +$464K 2.14% 11
2026
Q1 		$3.73M Buy
97,118
+21,489
+28% +$930K 2.52% 7
2025
Q4 		$3.76M Sell
75,629
-17,292
-19% -$982K 2.48% 8
2025
Q3 		$6.04M Buy
92,921
+4,011
+5% +$261K 3.86% 6
2025
Q2 		$5.44M Buy
88,910
+5,986
+7% +$335K 3.79% 5
2025
Q1 		$3.88M Buy
82,924
+78,778
+1,900% +$4.17M 3.04% 5
2024
Q4 		$220K Buy
+4,146
New +$196K 0.17% 41

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

Foundation Wealth Management (Missouri)'s IBIT Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) increased its iShares Bitcoin Trust (IBIT) stake by 12% in Q2 2026, buying an estimated $464K and bringing the position to 108,535 shares worth $3.61M. The position accounts for 2.14% of the portfolio, ranked #11.

Foundation Wealth Management (Missouri) first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.04M in Q3 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 108,535 shares of iShares Bitcoin Trust worth $3.61M as of Q2 2026.
  • Foundation Wealth Management (Missouri) bought 11,417 iShares Bitcoin Trust shares in Q2 2026, an estimated $464K.
  • iShares Bitcoin Trust made up 2.14% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #11 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Missouri)'s iShares Bitcoin Trust position peaked at $6.04M in Q3 2025.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.