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IFG Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

IFG Advisory’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 		$424K Buy
+12,744
New +$518K 0.01% 655
2026
Q1 		– Sell
-13,257
Closed -$658K – 583
2025
Q4 		$658K Buy
13,257
+2,149
+19% +$122K 0.03% 447
2025
Q3 		$722K Sell
11,108
-1,216
-10% -$79.1K 0.03% 424
2025
Q2 		$754K Buy
12,324
+5,743
+87% +$322K 0.04% 394
2025
Q1 		$308K Buy
+6,581
New +$348K 0.02% 557

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

IFG Advisory's IBIT Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 12,744 shares worth $424K. The stake represents 0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IBIT as recently as Q4 2025.

IFG Advisory first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $754K in Q2 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • IFG Advisory held 12,744 shares of iShares Bitcoin Trust worth $424K as of Q2 2026.
  • iShares Bitcoin Trust was a new IFG Advisory position in Q2 2026.
  • iShares Bitcoin Trust made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #655 holding.
  • IFG Advisory first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • IFG Advisory's iShares Bitcoin Trust position peaked at $754K in Q2 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.