Panoramic Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Panoramic 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	$1.84M	Buy	55,129 +17	+0%	+$692	0.88%	32
2026 Q1	$2.12M	Buy	55,112 +939	+2%	+$40.7K	1.15%	29
2025 Q4	$2.69M	Buy	54,173 +109	+0.2%	+$6.19K	1.46%	19
2025 Q3	$3.51M	Buy	54,064 +1,191	+2%	+$77.5K	1.98%	10
2025 Q2	$3.24M	Sell	52,873 -357	-0.7%	-$20K	1.99%	11
2025 Q1	$2.49M	Buy	53,230 +1,017	+2%	+$53.8K	1.68%	18
2024 Q4	$2.77M	Buy	52,213 +1,497	+3%	+$70.7K	1.8%	16
2024 Q3	$1.83M	Buy	+50,716	New	+$1.76M	1.27%	22
2024 Q1	$4.92M	Buy	+121,605	New	+$3.79M	3.63%	4

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

Panoramic Investment Advisors's IBIT Position: Q2 2026 in Review

Panoramic Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 0.03% in Q2 2026, buying an estimated $692 and bringing the position to 55,129 shares worth $1.84M. The position accounts for 0.88% of the portfolio, ranked #32.

Panoramic Investment Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.92M in Q1 2024. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Panoramic Investment Advisors held 55,129 shares of iShares Bitcoin Trust worth $1.84M as of Q2 2026.
Panoramic Investment Advisors bought 17 iShares Bitcoin Trust shares in Q2 2026, an estimated $692.
iShares Bitcoin Trust made up 0.88% of Panoramic Investment Advisors's portfolio in Q2 2026, its #32 holding.
Panoramic Investment Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Panoramic Investment Advisors's iShares Bitcoin Trust position peaked at $4.92M in Q1 2024.
1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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