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Modus Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Modus 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 		$6.26M Buy
188,102
+25,789
+16% +$1.05M 1.55% 21
2026
Q1 		$6.24M Buy
162,313
+44,797
+38% +$1.94M 1.72% 19
2025
Q4 		$5.83M Buy
117,516
+58,456
+99% +$3.32M 1.54% 20
2025
Q3 		$3.84M Buy
59,060
+12,429
+27% +$808K 1.04% 36
2025
Q2 		$2.85M Buy
46,631
+32,934
+240% +$1.85M 0.85% 44
2025
Q1 		$641K Buy
13,697
+2,697
+25% +$143K 0.21% 77
2024
Q4 		$584K Buy
+11,000
New +$519K 0.18% 82

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

Modus Advisors's IBIT Position: Q2 2026 in Review

Modus Advisors increased its iShares Bitcoin Trust (IBIT) stake by 16% in Q2 2026, buying an estimated $1.05M and bringing the position to 188,102 shares worth $6.26M. The position accounts for 1.55% of the portfolio, ranked #21.

Modus Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. 1,469 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Modus Advisors held 188,102 shares of iShares Bitcoin Trust worth $6.26M as of Q2 2026.
  • Modus Advisors bought 25,789 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.05M.
  • iShares Bitcoin Trust made up 1.55% of Modus Advisors's portfolio in Q2 2026, its #21 holding.
  • Modus Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,469 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.