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QTR Family Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

QTR Family Wealth’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 		$1.03M Sell
30,959
-25,957
-46% -$1.06M 0.36% 59
2026
Q1 		$2.4M Sell
56,916
-35,058
-38% -$1.52M 1% 21
2025
Q4 		$3.58M Sell
91,974
-2,704
-3% -$154K 1.58% 12
2025
Q3 		$6.15M Buy
94,678
+4,079
+5% +$265K 2.92% 5
2025
Q2 		$5.55M Buy
90,599
+61,952
+216% +$3.47M 3.43% 4
2025
Q1 		$1.34M Buy
+28,647
New +$1.52M 1.01% 25

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

QTR Family Wealth's IBIT Position: Q2 2026 in Review

QTR Family Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 46% in Q2 2026, selling an estimated $1.06M and leaving 30,959 shares worth $1.03M. The position accounts for 0.36% of the portfolio, ranked #59.

QTR Family Wealth first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.15M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • QTR Family Wealth held 30,959 shares of iShares Bitcoin Trust worth $1.03M as of Q2 2026.
  • QTR Family Wealth sold 25,957 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.06M.
  • iShares Bitcoin Trust made up 0.36% of QTR Family Wealth's portfolio in Q2 2026, its #59 holding.
  • QTR Family Wealth first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • QTR Family Wealth's iShares Bitcoin Trust position peaked at $6.15M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.