Pekin Hardy Strauss’s iShares Bitcoin Trust IBIT Stock Holding History

Pekin Hardy Strauss’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	$5.93M	Buy	178,111 +4,901	+3%	+$199K	0.52%	49
2026 Q1	$6.65M	Sell	173,210 -35,741	-17%	-$1.55M	0.7%	39
2025 Q4	$10.4M	Sell	208,951 -18,007	-8%	-$1.02M	0.96%	18
2025 Q3	$14.8M	Buy	226,958 +12,147	+6%	+$790K	1.48%	7
2025 Q2	$13.1M	Buy	214,811 +43,815	+26%	+$2.46M	1.5%	6
2025 Q1	$8M	Buy	170,996 +9,030	+6%	+$478K	0.97%	21
2024 Q4	$8.59M	Buy	161,966 +48,385	+43%	+$2.28M	1.09%	15
2024 Q3	$4.1M	Buy	113,581 +7,348	+7%	+$255K	0.52%	60
2024 Q2	$3.63M	Buy	106,233 +11,488	+12%	+$429K	0.5%	60
2024 Q1	$3.83M	Buy	+94,745	New	+$2.96M	0.52%	59

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

Pekin Hardy Strauss's IBIT Position: Q2 2026 in Review

Pekin Hardy Strauss increased its iShares Bitcoin Trust (IBIT) stake by 2.8% in Q2 2026, buying an estimated $199K and bringing the position to 178,111 shares worth $5.93M. The position accounts for 0.52% of the portfolio, ranked #49.

Pekin Hardy Strauss first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.8M in Q3 2025. 1,473 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Pekin Hardy Strauss held 178,111 shares of iShares Bitcoin Trust worth $5.93M as of Q2 2026.
Pekin Hardy Strauss bought 4,901 iShares Bitcoin Trust shares in Q2 2026, an estimated $199K.
iShares Bitcoin Trust made up 0.52% of Pekin Hardy Strauss's portfolio in Q2 2026, its #49 holding.
Pekin Hardy Strauss first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Pekin Hardy Strauss's iShares Bitcoin Trust position peaked at $14.8M in Q3 2025.
1,473 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.