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Mosaic Family Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Mosaic Family Wealth Partners’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 		$361K Buy
10,837
+2,146
+25% +$87.3K 0.02% 324
2026
Q1 		$334K Buy
+8,691
New +$376K 0.03% 219

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

Mosaic Family Wealth Partners's IBIT Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 25% in Q2 2026, buying an estimated $87.3K and bringing the position to 10,837 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #324.

Mosaic Family Wealth Partners first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Mosaic Family Wealth Partners held 10,837 shares of iShares Bitcoin Trust worth $361K as of Q2 2026.
  • Mosaic Family Wealth Partners bought 2,146 iShares Bitcoin Trust shares in Q2 2026, an estimated $87.3K.
  • iShares Bitcoin Trust made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #324 holding.
  • Mosaic Family Wealth Partners first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.