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PFG Investments’s iShares Bitcoin Trust IBIT Stock Holding History

PFG Investments’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 		$430K Sell
12,921
-20,046
-61% -$815K 0.02% 746
2026
Q1 		$1.27M Sell
32,967
-205
-0.6% -$8.88K 0.06% 303
2025
Q4 		$1.65M Buy
33,172
+5,282
+19% +$300K 0.08% 226
2025
Q3 		$1.81M Buy
27,890
+10,934
+64% +$711K 0.09% 206
2025
Q2 		$1.04M Sell
16,956
-84
-0.5% -$4.71K 0.06% 303
2025
Q1 		$798K Buy
17,040
+1,492
+10% +$79K 0.05% 351
2024
Q4 		$825K Buy
15,548
+5,973
+62% +$282K 0.05% 338
2024
Q3 		$346K Buy
9,575
+2,750
+40% +$95.5K 0.02% 644
2024
Q2 		$233K Buy
+6,825
New +$255K 0.02% 760

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

PFG Investments's IBIT Position: Q2 2026 in Review

PFG Investments reduced its iShares Bitcoin Trust (IBIT) stake by 61% in Q2 2026, selling an estimated $815K and leaving 12,921 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #746.

PFG Investments first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.81M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • PFG Investments held 12,921 shares of iShares Bitcoin Trust worth $430K as of Q2 2026.
  • PFG Investments sold 20,046 iShares Bitcoin Trust shares in Q2 2026, an estimated $815K.
  • iShares Bitcoin Trust made up 0.02% of PFG Investments's portfolio in Q2 2026, its #746 holding.
  • PFG Investments first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • PFG Investments's iShares Bitcoin Trust position peaked at $1.81M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.