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Insigneo Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Insigneo Advisory Services’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 		$576K Buy
17,300
+15,800
+1,053% +$643K 0.02% 450
2026
Q1 		$57.6K Buy
+1,500
New +$64.9K ﹤0.01% 687
2025
Q4 		– Sell
-10,400
Closed -$119K – 799
2025
Q3 		$119K Buy
+10,400
New +$676K 0.01% 661

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

Insigneo Advisory Services's IBIT Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 36% in Q2 2026, buying an estimated $3.83M and bringing the position to 355,281 shares worth $11.8M. The position accounts for 0.44% of the portfolio, ranked #41.

Insigneo Advisory Services first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $17.3M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Insigneo Advisory Services held 355,281 shares of iShares Bitcoin Trust worth $11.8M as of Q2 2026.
  • Insigneo Advisory Services bought 94,045 iShares Bitcoin Trust shares in Q2 2026, an estimated $3.83M.
  • iShares Bitcoin Trust made up 0.44% of Insigneo Advisory Services's portfolio in Q2 2026, its #41 holding.
  • Insigneo Advisory Services first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Insigneo Advisory Services's iShares Bitcoin Trust position peaked at $17.3M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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