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Independent Family Office’s iShares Bitcoin Trust IBIT Stock Holding History

Independent Family Office’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 		$1.13M Hold
33,850
– – 0.45% 40
2026
Q1 		$1.3M Buy
33,850
+1,000
+3% +$43.3K 0.54% 33
2025
Q4 		$1.68M Buy
32,850
+1,750
+6% +$99.4K 0.7% 26
2025
Q3 		$2.02M Buy
31,100
+4,770
+18% +$310K 0.86% 19
2025
Q2 		$1.61M Buy
26,330
+3,755
+17% +$210K 0.75% 24
2025
Q1 		$1.06M Buy
22,575
+7,750
+52% +$410K 0.56% 33
2024
Q4 		$786K Buy
14,825
+2,925
+25% +$138K 0.41% 40
2024
Q3 		$430K Buy
+11,900
New +$413K 0.22% 51

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

Independent Family Office's IBIT Position: Q2 2026 in Review

Independent Family Office held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 33,850 shares worth $1.13M. The position accounts for 0.45% of the portfolio, ranked #40.

Independent Family Office first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.02M in Q3 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Independent Family Office held 33,850 shares of iShares Bitcoin Trust worth $1.13M as of Q2 2026.
  • Independent Family Office left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.45% of Independent Family Office's portfolio in Q2 2026, its #40 holding.
  • Independent Family Office first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • Independent Family Office's iShares Bitcoin Trust position peaked at $2.02M in Q3 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.