Moneta Group Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Moneta Group Investment 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	$11M	Sell	329,053 -40,576	-11%	-$1.65M	0.08%	118
2026 Q1	$14.2M	Buy	369,629 +32,682	+10%	+$1.42M	0.11%	95
2025 Q4	$16.7M	Buy	336,947 +64,545	+24%	+$3.67M	0.13%	81
2025 Q3	$17.7M	Buy	272,402 +16,080	+6%	+$1.05M	0.14%	79
2025 Q2	$15.7M	Buy	256,322 +18,203	+8%	+$1.02M	0.19%	70
2025 Q1	$11.1M	Buy	238,119 +30,830	+15%	+$1.63M	0.15%	86
2024 Q4	$11M	Buy	207,289 +23,307	+13%	+$1.1M	0.15%	86
2024 Q3	$6.65M	Buy	183,982 +40,160	+28%	+$1.39M	0.1%	113
2024 Q2	$4.91M	Buy	143,822 +84,383	+142%	+$3.15M	0.08%	123
2024 Q1	$2.41M	Buy	+59,439	New	+$1.85M	0.04%	176

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Moneta Group Investment Advisors's IBIT Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 11% in Q2 2026, selling an estimated $1.65M and leaving 329,053 shares worth $11M. The position accounts for 0.08% of the portfolio, ranked #118.

Moneta Group Investment Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.7M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Moneta Group Investment Advisors held 329,053 shares of iShares Bitcoin Trust worth $11M as of Q2 2026.
Moneta Group Investment Advisors sold 40,576 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.65M.
iShares Bitcoin Trust made up 0.08% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #118 holding.
Moneta Group Investment Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Moneta Group Investment Advisors's iShares Bitcoin Trust position peaked at $17.7M in Q3 2025.
1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.