Prime Capital Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Prime Capital 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	$1.25M	Sell	37,533 -6,855	-15%	-$279K	0.01%	479
2026 Q1	$1.71M	Sell	44,388 -15,611	-26%	-$676K	0.02%	386
2025 Q4	$2.98M	Buy	59,999 +23,534	+65%	+$1.34M	0.04%	283
2025 Q3	$2.37M	Buy	36,465 +8,912	+32%	+$580K	0.03%	313
2025 Q2	$1.69M	Sell	27,553 -9,581	-26%	-$537K	0.02%	358
2025 Q1	$1.74M	Buy	37,134 +20,712	+126%	+$1.1M	0.02%	391
2024 Q4	$871K	Buy	16,422 +6,817	+71%	+$322K	0.01%	451
2024 Q3	$347K	Buy	9,605 +29	+0.3%	+$1.01K	﹤0.01%	686
2024 Q2	$327K	Buy	+9,576	New	+$358K	﹤0.01%	699

Other funds holding IBIT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return

Prime Capital Investment Advisors's IBIT Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 15% in Q2 2026, selling an estimated $279K and leaving 37,533 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #479.

Prime Capital Investment Advisors first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.98M in Q4 2025. 1,147 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Prime Capital Investment Advisors held 37,533 shares of iShares Bitcoin Trust worth $1.25M as of Q2 2026.
Prime Capital Investment Advisors sold 6,855 iShares Bitcoin Trust shares in Q2 2026, an estimated $279K.
iShares Bitcoin Trust made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #479 holding.
Prime Capital Investment Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Prime Capital Investment Advisors's iShares Bitcoin Trust position peaked at $2.98M in Q4 2025.
1,147 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.