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

KCM 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 		$334K Buy
10,038
+1,090
+12% +$44.3K 0.01% 334
2026
Q1 		$344K Buy
8,948
+719
+9% +$31.1K 0.01% 323
2025
Q4 		$409K Buy
8,229
+4,271
+108% +$243K 0.01% 290
2025
Q3 		$257K Buy
+3,958
New +$257K 0.01% 341
2025
Q1 		– Sell
-11,565
Closed -$614K – 368
2024
Q4 		$614K Buy
+11,565
New +$546K 0.02% 242

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

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

KCM Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 12% in Q2 2026, buying an estimated $44.3K and bringing the position to 10,038 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #334.

KCM Investment Advisors first reported a position in IBIT in Q4 2024 and has held it in 5 quarters since. The position peaked at $614K in Q4 2024. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • KCM Investment Advisors held 10,038 shares of iShares Bitcoin Trust worth $334K as of Q2 2026.
  • KCM Investment Advisors bought 1,090 iShares Bitcoin Trust shares in Q2 2026, an estimated $44.3K.
  • iShares Bitcoin Trust made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #334 holding.
  • KCM Investment Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 5 quarters since.
  • KCM Investment Advisors's iShares Bitcoin Trust position peaked at $614K in Q4 2024.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.