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Principia Wealth Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

Principia Wealth Advisory’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 		$1.99M Buy
59,798
+47,567
+389% +$1.93M 0.99% 28
2026
Q1 		$469K Sell
12,231
-18,383
-60% -$796K 0.27% 47
2025
Q4 		$1.52M Buy
30,614
+4,460
+17% +$253K 0.95% 26
2025
Q3 		$1.7M Buy
26,154
+58
+0.2% +$3.77K 1.17% 21
2025
Q2 		$1.6M Buy
26,096
+1,511
+6% +$84.7K 1.35% 20
2025
Q1 		$1.15M Sell
24,585
-5,301
-18% -$281K 1.1% 20
2024
Q4 		$1.59M Buy
+29,886
New +$1.41M 1.49% 19

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

Principia Wealth Advisory's IBIT Position: Q2 2026 in Review

Principia Wealth Advisory increased its iShares Bitcoin Trust (IBIT) stake by 389% in Q2 2026, buying an estimated $1.93M and bringing the position to 59,798 shares worth $1.99M. The position accounts for 0.99% of the portfolio, ranked #28.

Principia Wealth Advisory first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. 1,469 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Principia Wealth Advisory held 59,798 shares of iShares Bitcoin Trust worth $1.99M as of Q2 2026.
  • Principia Wealth Advisory bought 47,567 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.93M.
  • iShares Bitcoin Trust made up 0.99% of Principia Wealth Advisory's portfolio in Q2 2026, its #28 holding.
  • Principia Wealth Advisory first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,469 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.