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Patton Albertson Miller Group’s iShares Bitcoin Trust IBIT Stock Holding History

Patton Albertson Miller Group’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 		– Sell
-5,971
Closed -$229K – 216
2026
Q1 		$229K Hold
5,971
– – 0.03% 197
2025
Q4 		$296K Hold
5,971
– – 0.03% 186
2025
Q3 		$388K Buy
+5,971
New +$388K 0.05% 168
2024
Q4 		– Sell
-29,581
Closed -$1.07M – 227
2024
Q3 		$1.07M Buy
29,581
+16,261
+122% +$565K 0.15% 109
2024
Q2 		$455K Buy
+13,320
New +$498K 0.06% 149

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

Patton Albertson Miller Group's IBIT Position: Q2 2026 in Review

Patton Albertson Miller Group sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,971 shares — an estimated $229K sold.

Patton Albertson Miller Group first reported a position in IBIT in Q2 2024 and held it in 5 quarters. The position peaked at $1.07M in Q3 2024. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Patton Albertson Miller Group reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Patton Albertson Miller Group sold 5,971 iShares Bitcoin Trust shares in Q2 2026, an estimated $229K.
  • Patton Albertson Miller Group first reported a position in iShares Bitcoin Trust in Q2 2024 and held it in 5 quarters.
  • Patton Albertson Miller Group's iShares Bitcoin Trust position peaked at $1.07M in Q3 2024.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.