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IPG Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

IPG Investment Advisors’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 		$2.65M Buy
79,512
+4,949
+7% +$201K 0.38% 61
2026
Q1 		$2.86M Sell
74,563
-31,796
-30% -$1.38M 0.49% 47
2025
Q4 		$5.28M Buy
106,359
+15,971
+18% +$907K 0.93% 27
2025
Q3 		$5.88M Buy
90,388
+21,746
+32% +$1.41M 1.05% 25
2025
Q2 		$4.2M Buy
68,642
+26,803
+64% +$1.5M 0.82% 35
2025
Q1 		$1.96M Buy
41,839
+14,217
+51% +$753K 0.44% 43
2024
Q4 		$1.47M Buy
27,622
+3,957
+17% +$187K 0.33% 56
2024
Q3 		$855K Hold
23,665
– – 0.19% 79
2024
Q2 		$808K Buy
23,665
+5,489
+30% +$205K 0.18% 77
2024
Q1 		$736K Buy
+18,176
New +$567K 0.16% 79

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

IPG Investment Advisors's IBIT Position: Q2 2026 in Review

IPG Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 6.6% in Q2 2026, buying an estimated $201K and bringing the position to 79,512 shares worth $2.65M. The position accounts for 0.38% of the portfolio, ranked #61.

IPG Investment Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.88M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • IPG Investment Advisors held 79,512 shares of iShares Bitcoin Trust worth $2.65M as of Q2 2026.
  • IPG Investment Advisors bought 4,949 iShares Bitcoin Trust shares in Q2 2026, an estimated $201K.
  • iShares Bitcoin Trust made up 0.38% of IPG Investment Advisors's portfolio in Q2 2026, its #61 holding.
  • IPG Investment Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • IPG Investment Advisors's iShares Bitcoin Trust position peaked at $5.88M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.