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

Graybill 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 		– Sell
-5,900
Closed -$227K – 83
2026
Q1 		$227K Hold
5,900
– – 0.07% 79
2025
Q4 		$293K Hold
5,900
– – 0.09% 76
2025
Q3 		$384K Buy
5,900
+75
+1% +$4.88K 0.12% 68
2025
Q2 		$357K Hold
5,825
– – 0.12% 70
2025
Q1 		$273K Buy
+5,825
New +$308K 0.09% 75
2024
Q3 		$210K Buy
+5,825
New +$202K 0.08% 56
2024
Q2 		– Sell
-5,825
Closed -$236K – 58
2024
Q1 		$236K Buy
+5,825
New +$182K 0.1% 55

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

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

Graybill Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,900 shares — an estimated $227K sold.

Graybill Wealth Management first reported a position in IBIT in Q1 2024 and held it in 7 quarters. The position peaked at $384K in Q3 2025. 1,471 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Graybill Wealth Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Graybill Wealth Management sold 5,900 iShares Bitcoin Trust shares in Q2 2026, an estimated $227K.
  • Graybill Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and held it in 7 quarters.
  • Graybill Wealth Management's iShares Bitcoin Trust position peaked at $384K in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Graybill Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.