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Key Client Fiduciary Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Key Client Fiduciary 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 		$1.55M Buy
46,632
+23,136
+98% +$941K 0.45% 48
2026
Q1 		$903K Buy
23,496
+5,113
+28% +$221K 0.31% 70
2025
Q4 		$913K Sell
18,383
-2,425
-12% -$138K 0.31% 66
2025
Q3 		$1.35M Buy
20,808
+2,253
+12% +$147K 0.45% 50
2025
Q2 		$1.14M Buy
18,555
+1,908
+11% +$107K 0.46% 52
2025
Q1 		$779K Buy
16,647
+1,673
+11% +$88.6K 0.35% 64
2024
Q4 		$794K Buy
14,974
+8,522
+132% +$402K 0.35% 66
2024
Q3 		$233K Buy
+6,452
New +$224K 0.1% 176

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

Key Client Fiduciary Advisors's IBIT Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its iShares Bitcoin Trust (IBIT) stake by 98% in Q2 2026, buying an estimated $941K and bringing the position to 46,632 shares worth $1.55M. The position accounts for 0.45% of the portfolio, ranked #48.

Key Client Fiduciary Advisors first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Key Client Fiduciary Advisors held 46,632 shares of iShares Bitcoin Trust worth $1.55M as of Q2 2026.
  • Key Client Fiduciary Advisors bought 23,136 iShares Bitcoin Trust shares in Q2 2026, an estimated $941K.
  • iShares Bitcoin Trust made up 0.45% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #48 holding.
  • Key Client Fiduciary Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.