LPL Financial
IBIT icon

LPL Financial’s iShares Bitcoin Trust IBIT Stock Holding History

LPL Financial’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 		$108M Buy
3,239,236
+11,841
+0.4% +$482K 0.02% 621
2026
Q1 		$124M Buy
3,227,395
+248,070
+8% +$10.7M 0.03% 496
2025
Q4 		$148M Buy
2,979,325
+500,120
+20% +$28.4M 0.04% 420
2025
Q3 		$161M Buy
2,479,205
+678,853
+38% +$44.2M 0.05% 362
2025
Q2 		$110M Buy
1,800,352
+518,373
+40% +$29M 0.04% 446
2025
Q1 		$60M Buy
1,281,979
+529,396
+70% +$28M 0.02% 615
2024
Q4 		$39.9M Buy
752,583
+624,036
+485% +$29.5M 0.02% 758
2024
Q3 		$4.64M Buy
128,547
+98,960
+334% +$3.44M ﹤0.01% 2060
2024
Q2 		$1.01M Buy
29,587
+5,629
+23% +$210K ﹤0.01% 3248
2024
Q1 		$970K Buy
+23,958
New +$747K ﹤0.01% 3208

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

LPL Financial's IBIT Position: Q2 2026 in Review

LPL Financial increased its iShares Bitcoin Trust (IBIT) stake by 0.37% in Q2 2026, buying an estimated $482K and bringing the position to 3,239,236 shares worth $108M. The position accounts for 0.02% of the portfolio, ranked #621.

LPL Financial first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $161M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • LPL Financial held 3,239,236 shares of iShares Bitcoin Trust worth $108M as of Q2 2026.
  • LPL Financial bought 11,841 iShares Bitcoin Trust shares in Q2 2026, an estimated $482K.
  • iShares Bitcoin Trust made up 0.02% of LPL Financial's portfolio in Q2 2026, its #621 holding.
  • LPL Financial first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • LPL Financial's iShares Bitcoin Trust position peaked at $161M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.