Mountain Capital Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Mountain Capital 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	$767K	Buy	23,046 +30	+0.1%	+$1.22K	0.11%	27
2026 Q1	$1M	Sell	23,016 -3,272	-12%	-$142K	0.15%	22
2025 Q4	$1.33M	Buy	26,288 +1,673	+7%	+$95K	0.22%	20
2025 Q3	$1.64M	Buy	24,615 +1,703	+7%	+$111K	0.29%	18
2025 Q2	$1.37M	Buy	22,912 +327	+1%	+$18.3K	0.26%	20
2025 Q1	$1.2M	Sell	22,585 -298	-1%	-$15.8K	0.26%	20
2024 Q4	$1.36M	Buy	22,883 +2,346	+11%	+$111K	0.28%	20
2024 Q3	$1.05M	Buy	20,537 +1,787	+10%	+$62K	0.23%	21
2024 Q2	$678K	Buy	+18,750	New	+$700K	0.17%	18

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Mountain Capital Investment Advisors's IBIT Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 0.13% in Q2 2026, buying an estimated $1.22K and bringing the position to 23,046 shares worth $767K. The position accounts for 0.11% of the portfolio, ranked #27.

Mountain Capital Investment Advisors first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.64M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Mountain Capital Investment Advisors held 23,046 shares of iShares Bitcoin Trust worth $767K as of Q2 2026.
Mountain Capital Investment Advisors bought 30 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.22K.
iShares Bitcoin Trust made up 0.11% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #27 holding.
Mountain Capital Investment Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Mountain Capital Investment Advisors's iShares Bitcoin Trust position peaked at $1.64M in Q3 2025.
1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.