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North Star Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

North Star Investment 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 		$182K Sell
5,455
-885
-14% -$36K 0.01% 525
2026
Q1 		$244K Buy
6,340
+340
+6% +$14.7K 0.01% 469
2025
Q4 		$298K Buy
6,000
+1,685
+39% +$95.7K 0.02% 389
2025
Q3 		$280K Buy
4,315
+1,466
+51% +$95.4K 0.02% 388
2025
Q2 		$174K Buy
2,849
+250
+10% +$14K 0.01% 438
2025
Q1 		$122K Buy
2,599
+271
+12% +$14.3K 0.01% 484
2024
Q4 		$124K Buy
2,328
+428
+23% +$20.2K 0.01% 476
2024
Q3 		$68.6K Hold
1,900
– – ﹤0.01% 552
2024
Q2 		$64.9K Hold
1,900
– – ﹤0.01% 559
2024
Q1 		$76.9K Buy
+1,900
New +$59.3K 0.01% 549

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

North Star Investment Management's IBIT Position: Q2 2026 in Review

North Star Investment Management reduced its iShares Bitcoin Trust (IBIT) stake by 14% in Q2 2026, selling an estimated $36K and leaving 5,455 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #525.

North Star Investment Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $298K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • North Star Investment Management held 5,455 shares of iShares Bitcoin Trust worth $182K as of Q2 2026.
  • North Star Investment Management sold 885 iShares Bitcoin Trust shares in Q2 2026, an estimated $36K.
  • iShares Bitcoin Trust made up 0.01% of North Star Investment Management's portfolio in Q2 2026, its #525 holding.
  • North Star Investment Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • North Star Investment Management's iShares Bitcoin Trust position peaked at $298K in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.