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Private Advisor Group’s iShares Bitcoin Trust IBIT Stock Holding History

Private Advisor Group’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
Q1 		– Sell
-1,300
Closed -$299 – 2778
2025
Q4 		$299 Hold
1,300
– – ﹤0.01% 2613
2025
Q3 		$16.2K Sell
1,300
-2,800
-68% -$182K ﹤0.01% 2500
2025
Q2 		$32.2K Sell
4,100
-3,600
-47% -$202K ﹤0.01% 2376
2025
Q1 		$17.7K Sell
7,700
-122,300
-94% -$6.47M ﹤0.01% 2271
2024
Q4 		$18.9K Buy
+130,000
New +$6.14M ﹤0.01% 2241

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

Private Advisor Group's IBIT Position: Q2 2026 in Review

Private Advisor Group reduced its iShares Bitcoin Trust (IBIT) stake by 20% in Q2 2026, selling an estimated $1.92M and leaving 194,406 shares worth $6.47M. The position accounts for 0.03% of the portfolio, ranked #518.

Private Advisor Group first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $74.5M in Q4 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Private Advisor Group held 194,406 shares of iShares Bitcoin Trust worth $6.47M as of Q2 2026.
  • Private Advisor Group sold 47,137 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.92M.
  • iShares Bitcoin Trust made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #518 holding.
  • Private Advisor Group first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Private Advisor Group's iShares Bitcoin Trust position peaked at $74.5M in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.