Mutual Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Mutual 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	$5.86M	Sell	175,955 -20,964	-11%	-$853K	0.11%	185
2026 Q1	$7.57M	Buy	196,919 +10,490	+6%	+$454K	0.16%	123
2025 Q4	$9.26M	Buy	186,429 +10,138	+6%	+$576K	0.2%	99
2025 Q3	$11M	Buy	176,291 +6,745	+4%	+$439K	0.24%	71
2025 Q2	$11.3M	Sell	169,546 -3,304	-2%	-$185K	0.28%	57
2025 Q1	$9.38M	Buy	172,850 +15,790	+10%	+$836K	0.27%	65
2024 Q4	$8.97M	Buy	157,060 +62,338	+66%	+$2.94M	0.26%	68
2024 Q3	$3.68M	Buy	94,722 +11,942	+14%	+$415K	0.11%	172
2024 Q2	$3.17M	Buy	82,780 +178	+0.2%	+$6.65K	0.1%	196
2024 Q1	$3.34M	Buy	+82,602	New	+$2.58M	0.11%	180

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

Mutual Advisors's IBIT Position: Q2 2026 in Review

Mutual Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 11% in Q2 2026, selling an estimated $853K and leaving 175,955 shares worth $5.86M. The position accounts for 0.11% of the portfolio, ranked #185.

Mutual Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.3M in Q2 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Mutual Advisors held 175,955 shares of iShares Bitcoin Trust worth $5.86M as of Q2 2026.
Mutual Advisors sold 20,964 iShares Bitcoin Trust shares in Q2 2026, an estimated $853K.
iShares Bitcoin Trust made up 0.11% of Mutual Advisors's portfolio in Q2 2026, its #185 holding.
Mutual Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Mutual Advisors's iShares Bitcoin Trust position peaked at $11.3M in Q2 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.