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Pure Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Pure Financial 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 		$641K Buy
19,255
+256
+1% +$10.4K 0.01% 324
2026
Q1 		$730K Sell
18,999
-893
-4% -$38.7K 0.01% 262
2025
Q4 		$988K Buy
19,892
+3,443
+21% +$196K 0.01% 216
2025
Q3 		$1.07M Buy
16,449
+1,524
+10% +$99.1K 0.02% 208
2025
Q2 		$914K Buy
14,925
+556
+4% +$31.2K 0.02% 209
2025
Q1 		$673K Buy
14,369
+8,345
+139% +$442K 0.01% 209
2024
Q4 		$320K Buy
+6,024
New +$284K 0.01% 278

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

Pure Financial Advisors's IBIT Position: Q2 2026 in Review

Pure Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 1.3% in Q2 2026, buying an estimated $10.4K and bringing the position to 19,255 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #324.

Pure Financial Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Pure Financial Advisors held 19,255 shares of iShares Bitcoin Trust worth $641K as of Q2 2026.
  • Pure Financial Advisors bought 256 iShares Bitcoin Trust shares in Q2 2026, an estimated $10.4K.
  • iShares Bitcoin Trust made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #324 holding.
  • Pure Financial Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Pure Financial Advisors's iShares Bitcoin Trust position peaked at $1.07M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.