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Proficio Capital Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Proficio Capital Partners’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 		$16.8M Buy
505,612
+402,567
+391% +$16.4M 0.6% 37
2026
Q1 		$3.96M Sell
103,045
-132,909
-56% -$5.75M 0.21% 77
2025
Q4 		$11.7M Sell
235,954
-145,641
-38% -$8.27M 0.82% 27
2025
Q3 		$24.8M Sell
381,595
-74,435
-16% -$4.84M 1.7% 12
2025
Q2 		$27.9M Buy
456,030
+308,200
+208% +$17.3M 1.74% 10
2025
Q1 		$7M Buy
147,830
+14,025
+10% +$742K 0.54% 40
2024
Q4 		$7.1M Buy
133,805
+62,360
+87% +$2.94M 0.58% 35
2024
Q3 		$2.58M Buy
71,445
+20,800
+41% +$722K 0.26% 62
2024
Q2 		$1.73M Buy
50,645
+39,395
+350% +$1.47M 0.18% 73
2024
Q1 		$455K Buy
+11,250
New +$351K 0.05% 180

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

Proficio Capital Partners's IBIT Position: Q2 2026 in Review

Proficio Capital Partners increased its iShares Bitcoin Trust (IBIT) stake by 391% in Q2 2026, buying an estimated $16.4M and bringing the position to 505,612 shares worth $16.8M. The position accounts for 0.6% of the portfolio, ranked #37.

Proficio Capital Partners first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $27.9M in Q2 2025. 1,469 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Proficio Capital Partners held 505,612 shares of iShares Bitcoin Trust worth $16.8M as of Q2 2026.
  • Proficio Capital Partners bought 402,567 iShares Bitcoin Trust shares in Q2 2026, an estimated $16.4M.
  • iShares Bitcoin Trust made up 0.6% of Proficio Capital Partners's portfolio in Q2 2026, its #37 holding.
  • Proficio Capital Partners first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Proficio Capital Partners's iShares Bitcoin Trust position peaked at $27.9M in Q2 2025.
  • 1,469 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.