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Heritage Family Offices’s iShares Bitcoin Trust IBIT Stock Holding History

Heritage Family Offices’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 		$877K Sell
26,359
-5,498
-17% -$224K 0.34% 67
2026
Q1 		$1.22M Sell
31,857
-10,395
-25% -$450K 0.54% 47
2025
Q4 		$2.1M Buy
42,252
+14,281
+51% +$811K 0.95% 20
2025
Q3 		$1.82M Buy
27,971
+9,558
+52% +$622K 0.85% 32
2025
Q2 		$876K Hold
18,413
– – 0.44% 56
2025
Q1 		$862K Buy
18,413
+3,078
+20% +$163K 0.44% 55
2024
Q4 		$814K Buy
+15,335
New +$724K 0.41% 57

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

Heritage Family Offices's IBIT Position: Q2 2026 in Review

Heritage Family Offices reduced its iShares Bitcoin Trust (IBIT) stake by 17% in Q2 2026, selling an estimated $224K and leaving 26,359 shares worth $877K. The position accounts for 0.34% of the portfolio, ranked #67.

Heritage Family Offices first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.1M in Q4 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Heritage Family Offices held 26,359 shares of iShares Bitcoin Trust worth $877K as of Q2 2026.
  • Heritage Family Offices sold 5,498 iShares Bitcoin Trust shares in Q2 2026, an estimated $224K.
  • iShares Bitcoin Trust made up 0.34% of Heritage Family Offices's portfolio in Q2 2026, its #67 holding.
  • Heritage Family Offices first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Heritage Family Offices's iShares Bitcoin Trust position peaked at $2.1M in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.