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

Mosley 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 		$165K Sell
4,969
-4,261
-46% -$173K 0.05% 164
2026
Q1 		$600K Buy
9,230
+75
+0.8% +$3.25K 0.27% 76
2025
Q4 		$641K Buy
+9,155
New +$520K 0.29% 74
2024
Q4 		$554K Buy
9,341
+231
+3% +$10.9K 0.34% 68
2024
Q3 		$351K Buy
+9,110
New +$316K 0.24% 85

Other funds holding IBIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
PAMS
Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OCM
Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

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

Mosley Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 46% in Q2 2026, selling an estimated $173K and leaving 4,969 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #164.

Mosley Wealth Management first reported a position in IBIT in Q3 2024 and has held it in 5 quarters since. The position peaked at $641K in Q4 2025. 922 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Mosley Wealth Management held 4,969 shares of iShares Bitcoin Trust worth $165K as of Q2 2026.
  • Mosley Wealth Management sold 4,261 iShares Bitcoin Trust shares in Q2 2026, an estimated $173K.
  • iShares Bitcoin Trust made up 0.05% of Mosley Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Mosley Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 5 quarters since.
  • Mosley Wealth Management's iShares Bitcoin Trust position peaked at $641K in Q4 2025.
  • 922 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.