Lake Street Private Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Lake Street Private Wealth’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	$1.02M	Buy	30,623 +2,482	+9%	+$101K	0.12%	121
2026 Q1	$1.08M	Buy	28,141 +7,319	+35%	+$317K	0.14%	114
2025 Q4	$1.03M	Buy	20,822 +12,584	+153%	+$715K	0.13%	117
2025 Q3	$535K	Buy	8,238 +1,262	+18%	+$82.1K	0.07%	162
2025 Q2	$427K	Buy	6,976 +1,908	+38%	+$107K	0.06%	179
2025 Q1	$237K	Buy	5,068 +513	+11%	+$27.2K	0.04%	220
2024 Q4	$242K	Buy	+4,555	New	+$215K	0.04%	216
2024 Q3	–	Sell	-28,832	Closed	-$984K	–	285
2024 Q2	$984K	Buy	+28,832	New	+$1.08M	0.13%	142

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

Lake Street Private Wealth's IBIT Position: Q2 2026 in Review

Lake Street Private Wealth increased its iShares Bitcoin Trust (IBIT) stake by 8.8% in Q2 2026, buying an estimated $101K and bringing the position to 30,623 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #121.

Lake Street Private Wealth first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q1 2026. 1,469 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Lake Street Private Wealth held 30,623 shares of iShares Bitcoin Trust worth $1.02M as of Q2 2026.
Lake Street Private Wealth bought 2,482 iShares Bitcoin Trust shares in Q2 2026, an estimated $101K.
iShares Bitcoin Trust made up 0.12% of Lake Street Private Wealth's portfolio in Q2 2026, its #121 holding.
Lake Street Private Wealth first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
Lake Street Private Wealth's iShares Bitcoin Trust position peaked at $1.08M in Q1 2026.
1,469 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.