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J. Safra Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

J. Safra Asset 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 		$565K Buy
16,980
+1,869
+12% +$76K 0.03% 164
2026
Q1 		$581K Buy
15,111
+697
+5% +$30.2K 0.03% 148
2025
Q4 		$716K Buy
14,414
+5,986
+71% +$340K 0.04% 130
2025
Q3 		$548K Buy
8,428
+1,946
+30% +$127K 0.03% 115
2025
Q2 		$397K Sell
6,482
-4,386
-40% -$246K 0.03% 112
2025
Q1 		$509K Sell
10,868
-3,324
-23% -$176K 0.04% 74
2024
Q4 		$760K Buy
+14,192
New +$670K 0.06% 46

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

J. Safra Asset Management's IBIT Position: Q2 2026 in Review

J. Safra Asset Management increased its iShares Bitcoin Trust (IBIT) stake by 12% in Q2 2026, buying an estimated $76K and bringing the position to 16,980 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #164.

J. Safra Asset Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $760K in Q4 2024. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • J. Safra Asset Management held 16,980 shares of iShares Bitcoin Trust worth $565K as of Q2 2026.
  • J. Safra Asset Management bought 1,869 iShares Bitcoin Trust shares in Q2 2026, an estimated $76K.
  • iShares Bitcoin Trust made up 0.03% of J. Safra Asset Management's portfolio in Q2 2026, its #164 holding.
  • J. Safra Asset Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • J. Safra Asset Management's iShares Bitcoin Trust position peaked at $760K in Q4 2024.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.