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

HighMark 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 		$13.8K Buy
415
+15
+4% +$610 ﹤0.01% 282
2026
Q1 		$15.4K Sell
400
-450
-53% -$19.5K 0.01% 249
2025
Q4 		$42.2K Sell
850
-50
-6% -$2.84K 0.02% 183
2025
Q3 		$58.5K Buy
900
+50
+6% +$3.25K 0.03% 145
2025
Q2 		$52K Hold
850
– – 0.03% 155
2025
Q1 		$39.8K Buy
850
+400
+89% +$21.2K 0.02% 143
2024
Q4 		$23.9K Sell
450
-210
-32% -$9.91K 0.01% 184
2024
Q3 		$23.8K Buy
+660
New +$22.9K 0.01% 190

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

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

HighMark Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 3.8% in Q2 2026, buying an estimated $610 and bringing the position to 415 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

HighMark Wealth Management first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $58.5K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • HighMark Wealth Management held 415 shares of iShares Bitcoin Trust worth $13.8K as of Q2 2026.
  • HighMark Wealth Management bought 15 iShares Bitcoin Trust shares in Q2 2026, an estimated $610.
  • iShares Bitcoin Trust made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #282 holding.
  • HighMark Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • HighMark Wealth Management's iShares Bitcoin Trust position peaked at $58.5K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.