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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 		$333K Sell
10,000
-5,200
-34% -$212K ﹤0.01% 661
2026
Q1 		$584K Buy
15,200
+8,782
+137% +$380K ﹤0.01% 474
2025
Q4 		$319K Buy
+6,418
New +$365K ﹤0.01% 618

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

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.