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IEQ Capital’s iShares Bitcoin Trust IBIT Stock Holding History

IEQ Capital’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 		$7.44M Buy
223,395
+11,319
+5% +$460K 0.03% 402
2026
Q1 		$8.15M Sell
212,076
-384,203
-64% -$16.6M 0.04% 395
2025
Q4 		$29.6M Buy
596,279
+269,892
+83% +$15.3M 0.09% 135
2025
Q3 		$21.2M Buy
326,387
+99,778
+44% +$6.49M 0.06% 162
2025
Q2 		$13.9M Buy
226,609
+204,194
+911% +$11.4M 0.08% 178
2025
Q1 		$1.05M Buy
22,415
+17,657
+371% +$935K 0.01% 748
2024
Q4 		$252K Buy
+4,758
New +$225K ﹤0.01% 1097

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

IEQ Capital's IBIT Position: Q2 2026 in Review

IEQ Capital increased its iShares Bitcoin Trust (IBIT) stake by 5.3% in Q2 2026, buying an estimated $460K and bringing the position to 223,395 shares worth $7.44M. The position accounts for 0.03% of the portfolio, ranked #402.

IEQ Capital first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $29.6M in Q4 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • IEQ Capital held 223,395 shares of iShares Bitcoin Trust worth $7.44M as of Q2 2026.
  • IEQ Capital bought 11,319 iShares Bitcoin Trust shares in Q2 2026, an estimated $460K.
  • iShares Bitcoin Trust made up 0.03% of IEQ Capital's portfolio in Q2 2026, its #402 holding.
  • IEQ Capital first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • IEQ Capital's iShares Bitcoin Trust position peaked at $29.6M in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.