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

IHT 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 		$5.64M Buy
169,533
+7,331
+5% +$298K 0.12% 179
2026
Q1 		$6.23M Buy
162,202
+6,141
+4% +$266K 0.14% 141
2025
Q4 		$7.75M Buy
156,061
+14,023
+10% +$797K 0.19% 110
2025
Q3 		$9.23M Buy
142,038
+8,872
+7% +$577K 0.23% 95
2025
Q2 		$8.15M Buy
133,166
+21,032
+19% +$1.18M 0.22% 96
2025
Q1 		$5.25M Buy
112,134
+64,630
+136% +$3.42M 0.16% 127
2024
Q4 		$2.52M Sell
47,504
-28,896
-38% -$1.36M 0.08% 229
2024
Q3 		$2.72M Buy
76,400
+43,804
+134% +$1.52M 0.08% 253
2024
Q2 		$1.11M Buy
32,596
+6,410
+24% +$239K 0.04% 392
2024
Q1 		$1.06M Buy
+26,186
New +$817K 0.04% 402

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

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

IHT Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 4.5% in Q2 2026, buying an estimated $298K and bringing the position to 169,533 shares worth $5.64M. The position accounts for 0.12% of the portfolio, ranked #179.

IHT Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.23M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • IHT Wealth Management held 169,533 shares of iShares Bitcoin Trust worth $5.64M as of Q2 2026.
  • IHT Wealth Management bought 7,331 iShares Bitcoin Trust shares in Q2 2026, an estimated $298K.
  • iShares Bitcoin Trust made up 0.12% of IHT Wealth Management's portfolio in Q2 2026, its #179 holding.
  • IHT Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • IHT Wealth Management's iShares Bitcoin Trust position peaked at $9.23M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.