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

Modern 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 		$1.52M Buy
45,553
+8,825
+24% +$359K 0.02% 431
2026
Q1 		$1.42M Buy
36,728
+12,961
+55% +$561K 0.02% 354
2025
Q4 		$1.18M Buy
23,767
+3,625
+18% +$206K 0.02% 375
2025
Q3 		$1.31M Buy
20,142
+6,933
+52% +$451K 0.03% 339
2025
Q2 		$809K Buy
13,209
+6,195
+88% +$347K 0.02% 400
2025
Q1 		$328K Buy
7,014
+1,226
+21% +$64.9K 0.01% 501
2024
Q4 		$307K Buy
+5,788
New +$273K 0.01% 450

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

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

Modern Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 24% in Q2 2026, buying an estimated $359K and bringing the position to 45,553 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #431.

Modern Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Modern Wealth Management held 45,553 shares of iShares Bitcoin Trust worth $1.52M as of Q2 2026.
  • Modern Wealth Management bought 8,825 iShares Bitcoin Trust shares in Q2 2026, an estimated $359K.
  • iShares Bitcoin Trust made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #431 holding.
  • Modern Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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