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Mount Yale Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Mount Yale 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 		$7.44M Buy
223,501
+154,164
+222% +$6.27M 0.14% 173
2026
Q1 		$2.66M Buy
69,337
+62,281
+883% +$2.7M 0.06% 314
2025
Q4 		$350K Buy
+7,056
New +$401K 0.02% 550
2025
Q3 		– Sell
-30,757
Closed -$1.88M – 1092
2025
Q2 		$1.88M Buy
30,757
+1,228
+4% +$68.8K 0.15% 132
2025
Q1 		$1.38M Buy
29,529
+22,704
+333% +$1.2M 0.12% 154
2024
Q4 		$362K Buy
+6,825
New +$322K 0.03% 399

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

Mount Yale Investment Advisors's IBIT Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 222% in Q2 2026, buying an estimated $6.27M and bringing the position to 223,501 shares worth $7.44M. The position accounts for 0.14% of the portfolio, ranked #173.

Mount Yale Investment Advisors first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. 1,478 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Mount Yale Investment Advisors held 223,501 shares of iShares Bitcoin Trust worth $7.44M as of Q2 2026.
  • Mount Yale Investment Advisors bought 154,164 iShares Bitcoin Trust shares in Q2 2026, an estimated $6.27M.
  • iShares Bitcoin Trust made up 0.14% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #173 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,478 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.