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Morse Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Morse Asset 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 		$1.01M Hold
30,435
– – 0.17% 98
2026
Q1 		$1.17M Buy
30,435
+1,355
+5% +$58.7K 0.24% 83
2025
Q4 		$1.44M Buy
29,080
+1,580
+6% +$89.8K 0.29% 77
2025
Q3 		$1.79M Buy
27,500
+5,500
+25% +$358K 0.36% 70
2025
Q2 		$1.35M Buy
22,000
+21,000
+2,100% +$1.18M 0.3% 74
2025
Q1 		$46.8K Hold
1,000
– – 0.01% 195
2024
Q4 		$53K Buy
+1,000
New +$47.2K 0.01% 204

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

Morse Asset Management's IBIT Position: Q2 2026 in Review

Morse Asset Management held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 30,435 shares worth $1.01M. The position accounts for 0.17% of the portfolio, ranked #98.

Morse Asset Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q3 2025. 1,471 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Morse Asset Management held 30,435 shares of iShares Bitcoin Trust worth $1.01M as of Q2 2026.
  • Morse Asset Management left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.17% of Morse Asset Management's portfolio in Q2 2026, its #98 holding.
  • Morse Asset Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Morse Asset Management's iShares Bitcoin Trust position peaked at $1.79M in Q3 2025.
  • 1,471 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.