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Merit Financial Group’s iShares Bitcoin Trust IBIT Stock Holding History

Merit Financial Group’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 		$9.75M Buy
293,028
+106,074
+57% +$4.31M 0.06% 263
2026
Q1 		$7.18M Buy
186,954
+112,938
+153% +$4.89M 0.05% 303
2025
Q4 		$3.67M Buy
74,016
+780
+1% +$44.3K 0.03% 444
2025
Q3 		$4.76M Buy
73,236
+34,556
+89% +$2.25M 0.04% 326
2025
Q2 		$2.37M Buy
38,680
+12,114
+46% +$679K 0.03% 468
2025
Q1 		$1.24M Buy
26,566
+9,066
+52% +$480K 0.02% 577
2024
Q4 		$928K Buy
+17,500
New +$826K 0.02% 530

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

Merit Financial Group's IBIT Position: Q2 2026 in Review

Merit Financial Group increased its iShares Bitcoin Trust (IBIT) stake by 57% in Q2 2026, buying an estimated $4.31M and bringing the position to 293,028 shares worth $9.75M. The position accounts for 0.06% of the portfolio, ranked #263.

Merit Financial Group first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. 1,471 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Merit Financial Group held 293,028 shares of iShares Bitcoin Trust worth $9.75M as of Q2 2026.
  • Merit Financial Group bought 106,074 iShares Bitcoin Trust shares in Q2 2026, an estimated $4.31M.
  • iShares Bitcoin Trust made up 0.06% of Merit Financial Group's portfolio in Q2 2026, its #263 holding.
  • Merit Financial Group first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,471 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.