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Physician Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Physician Wealth 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 		$202K Buy
6,080
+866
+17% +$35.2K 0.02% 213
2026
Q1 		$200K Buy
5,214
+107
+2% +$4.63K 0.03% 193
2025
Q4 		$254K Buy
5,107
+982
+24% +$55.8K 0.04% 161
2025
Q3 		$268K Buy
4,125
+1,144
+38% +$74.4K 0.04% 153
2025
Q2 		$182K Buy
2,981
+380
+15% +$21.3K 0.03% 199
2025
Q1 		$122K Buy
2,601
+249
+11% +$13.2K 0.02% 234
2024
Q4 		$125K Buy
+2,352
New +$111K 0.02% 231

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

Physician Wealth Advisors's IBIT Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 17% in Q2 2026, buying an estimated $35.2K and bringing the position to 6,080 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #213.

Physician Wealth Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $268K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Physician Wealth Advisors held 6,080 shares of iShares Bitcoin Trust worth $202K as of Q2 2026.
  • Physician Wealth Advisors bought 866 iShares Bitcoin Trust shares in Q2 2026, an estimated $35.2K.
  • iShares Bitcoin Trust made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #213 holding.
  • Physician Wealth Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's iShares Bitcoin Trust position peaked at $268K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.