Kingsview Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Kingsview Wealth 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	$6.25M	Buy	187,725 +2,309	+1%	+$93.9K	0.08%	237
2026 Q1	$7.12M	Buy	185,416 +30,595	+20%	+$1.32M	0.1%	216
2025 Q4	$7.69M	Buy	154,821 +26,355	+21%	+$1.5M	0.11%	178
2025 Q3	$8.35M	Buy	128,466 +29,862	+30%	+$1.94M	0.13%	167
2025 Q2	$6.04M	Buy	98,604 +9,579	+11%	+$537K	0.1%	206
2025 Q1	$4.17M	Buy	89,025 +13,349	+18%	+$707K	0.08%	244
2024 Q4	$4.01M	Buy	75,676 +33,174	+78%	+$1.57M	0.08%	240
2024 Q3	$1.54M	Buy	42,502 +2,764	+7%	+$96K	0.03%	434
2024 Q2	$1.36M	Buy	39,738 +5,070	+15%	+$189K	0.03%	437
2024 Q1	$1.4M	Buy	+34,668	New	+$1.08M	0.04%	417

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Kingsview Wealth Management's IBIT Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 1.2% in Q2 2026, buying an estimated $93.9K and bringing the position to 187,725 shares worth $6.25M. The position accounts for 0.08% of the portfolio, ranked #237.

Kingsview Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.35M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Kingsview Wealth Management held 187,725 shares of iShares Bitcoin Trust worth $6.25M as of Q2 2026.
Kingsview Wealth Management bought 2,309 iShares Bitcoin Trust shares in Q2 2026, an estimated $93.9K.
iShares Bitcoin Trust made up 0.08% of Kingsview Wealth Management's portfolio in Q2 2026, its #237 holding.
Kingsview Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Kingsview Wealth Management's iShares Bitcoin Trust position peaked at $8.35M in Q3 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.