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

Perennial 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 		$771K Sell
23,161
-3,103
-12% -$126K 0.05% 258
2026
Q1 		$1.01M Buy
26,264
+3,557
+16% +$154K 0.08% 190
2025
Q4 		$1.13M Sell
22,707
-663
-3% -$37.7K 0.09% 179
2025
Q3 		$1.52M Buy
23,370
+3,559
+18% +$232K 0.13% 135
2025
Q2 		$1.21M Buy
19,811
+4,505
+29% +$252K 0.12% 156
2025
Q1 		$716K Buy
15,306
+2,187
+17% +$116K 0.08% 194
2024
Q4 		$696K Buy
+13,119
New +$619K 0.08% 185
2024
Q3 		– Sell
-6,863
Closed -$234K – 410
2024
Q2 		$234K Buy
+6,863
New +$256K 0.03% 321

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

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

Perennial Investment Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 12% in Q2 2026, selling an estimated $126K and leaving 23,161 shares worth $771K. The position accounts for 0.05% of the portfolio, ranked #258.

Perennial Investment Advisors first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.52M in Q3 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Perennial Investment Advisors held 23,161 shares of iShares Bitcoin Trust worth $771K as of Q2 2026.
  • Perennial Investment Advisors sold 3,103 iShares Bitcoin Trust shares in Q2 2026, an estimated $126K.
  • iShares Bitcoin Trust made up 0.05% of Perennial Investment Advisors's portfolio in Q2 2026, its #258 holding.
  • Perennial Investment Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Perennial Investment Advisors's iShares Bitcoin Trust position peaked at $1.52M in Q3 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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