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

Lyell 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 		$358K Sell
10,751
-925
-8% -$37.6K 0.02% 184
2026
Q1 		$449K Sell
11,676
-1,331
-10% -$57.6K 0.03% 159
2025
Q4 		$646K Buy
13,007
+2,972
+30% +$169K 0.05% 133
2025
Q3 		$652K Buy
10,035
+1,954
+24% +$127K 0.05% 138
2025
Q2 		$495K Buy
+8,081
New +$453K 0.04% 150

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

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

Lyell Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 7.9% in Q2 2026, selling an estimated $37.6K and leaving 10,751 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #184.

Lyell Wealth Management first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $652K in Q3 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Lyell Wealth Management held 10,751 shares of iShares Bitcoin Trust worth $358K as of Q2 2026.
  • Lyell Wealth Management sold 925 iShares Bitcoin Trust shares in Q2 2026, an estimated $37.6K.
  • iShares Bitcoin Trust made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Lyell Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Lyell Wealth Management's iShares Bitcoin Trust position peaked at $652K in Q3 2025.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.