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Halbert Hargrove Global Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Halbert Hargrove Global 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 		– Sell
-1,735
Closed -$66.7K – 739
2026
Q1 		$66.7K Hold
1,735
– – ﹤0.01% 169
2025
Q4 		$86.1K Hold
1,735
– – ﹤0.01% 150
2025
Q3 		$113K Hold
1,735
– – 0.01% 134
2025
Q2 		$106K Hold
1,735
– – 0.01% 111
2025
Q1 		$81.2K Buy
+1,735
New +$91.9K ﹤0.01% 124

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

Halbert Hargrove Global Advisors's IBIT Position: Q2 2026 in Review

Halbert Hargrove Global Advisors sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 1,735 shares — an estimated $66.7K sold.

Halbert Hargrove Global Advisors first reported a position in IBIT in Q1 2025 and held it in 5 quarters. The position peaked at $113K in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Halbert Hargrove Global Advisors reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1,735 iShares Bitcoin Trust shares in Q2 2026, an estimated $66.7K.
  • Halbert Hargrove Global Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 5 quarters.
  • Halbert Hargrove Global Advisors's iShares Bitcoin Trust position peaked at $113K in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.