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Medallion Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Medallion Wealth 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 		$732 Sell
22
-575
-96% -$23.4K ﹤0.01% 1023
2026
Q1 		$22.9K Sell
597
-325
-35% -$14.1K 0.01% 632
2025
Q4 		$45.8K Buy
922
+198
+27% +$11.2K 0.02% 486
2025
Q3 		$47.1K Buy
724
+60
+9% +$3.9K 0.02% 477
2025
Q2 		$39.7K Buy
664
+64
+11% +$3.59K 0.02% 496
2025
Q1 		$29K Buy
600
+525
+700% +$27.8K 0.01% 521
2024
Q4 		$3.98K Buy
+75
New +$3.54K ﹤0.01% 771

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

Medallion Wealth Advisors's IBIT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 96% in Q2 2026, selling an estimated $23.4K and leaving 22 shares worth $732. The position accounts for ﹤0.01% of the portfolio, ranked #1023.

Medallion Wealth Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.1K in Q3 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Medallion Wealth Advisors held 22 shares of iShares Bitcoin Trust worth $732 as of Q2 2026.
  • Medallion Wealth Advisors sold 575 iShares Bitcoin Trust shares in Q2 2026, an estimated $23.4K.
  • iShares Bitcoin Trust made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1023 holding.
  • Medallion Wealth Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's iShares Bitcoin Trust position peaked at $47.1K in Q3 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.