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Foundations Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Foundations Investment 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 		$25.2M Buy
757,409
+63,381
+9% +$2.58M 0.26% 93
2026
Q1 		$26.7M Buy
694,028
+149,869
+28% +$6.49M 0.33% 76
2025
Q4 		$27M Buy
544,159
+76,160
+16% +$4.33M 0.35% 67
2025
Q3 		$30.4M Buy
467,999
+90,369
+24% +$5.88M 0.44% 61
2025
Q2 		$23.1M Buy
377,630
+66,277
+21% +$3.71M 0.37% 68
2025
Q1 		$14.6M Buy
311,353
+13,753
+5% +$728K 0.27% 96
2024
Q4 		$15.8M Buy
297,600
+44,809
+18% +$2.12M 0.3% 75
2024
Q3 		$9.13M Buy
252,791
+112,069
+80% +$3.89M 0.19% 104
2024
Q2 		$4.8M Buy
140,722
+19,961
+17% +$746K 0.12% 139
2024
Q1 		$4.89M Buy
+120,761
New +$3.77M 0.13% 138

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

Foundations Investment Advisors's IBIT Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 9.1% in Q2 2026, buying an estimated $2.58M and bringing the position to 757,409 shares worth $25.2M. The position accounts for 0.26% of the portfolio, ranked #93.

Foundations Investment Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $30.4M in Q3 2025. 1,469 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Foundations Investment Advisors held 757,409 shares of iShares Bitcoin Trust worth $25.2M as of Q2 2026.
  • Foundations Investment Advisors bought 63,381 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.58M.
  • iShares Bitcoin Trust made up 0.26% of Foundations Investment Advisors's portfolio in Q2 2026, its #93 holding.
  • Foundations Investment Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Foundations Investment Advisors's iShares Bitcoin Trust position peaked at $30.4M in Q3 2025.
  • 1,469 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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