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

Moran 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 		– Sell
-18,796
Closed -$722K – 523
2026
Q1 		$722K Buy
18,796
+9,346
+99% +$405K 0.02% 389
2025
Q4 		$469K Buy
9,450
+3,553
+60% +$202K 0.01% 403
2025
Q3 		$383K Buy
5,897
+2,532
+75% +$165K 0.01% 435
2025
Q2 		$206K Buy
+3,365
New +$189K 0.01% 470

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

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

Moran Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 18,796 shares — an estimated $722K sold.

Moran Wealth Management first reported a position in IBIT in Q2 2025 and held it in 4 quarters. The position peaked at $722K in Q1 2026. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Moran Wealth Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Moran Wealth Management sold 18,796 iShares Bitcoin Trust shares in Q2 2026, an estimated $722K.
  • Moran Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 4 quarters.
  • Moran Wealth Management's iShares Bitcoin Trust position peaked at $722K in Q1 2026.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.