Ranch Capital Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Ranch Capital 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	$266K	Sell	7,998 -766	-9%	-$31.2K	0.08%	142
2026 Q1	$337K	Sell	8,764 -1,835	-17%	-$79.5K	0.12%	124
2025 Q4	$526K	Buy	10,599 +132	+1%	+$7.5K	0.19%	105
2025 Q3	$680K	Sell	10,467 -17	-0.2%	-$1.11K	0.26%	87
2025 Q2	$642K	Sell	10,484 -3,595	-26%	-$201K	0.28%	86
2025 Q1	$659K	Sell	14,079 -1,523	-10%	-$80.6K	0.31%	80
2024 Q4	$828K	Sell	15,602 -1,393	-8%	-$65.8K	0.39%	65
2024 Q3	$614K	Buy	16,995 +3,587	+27%	+$125K	0.29%	89
2024 Q2	$458K	Buy	+13,408	New	+$501K	0.24%	100

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ranch Capital Advisors's IBIT Position: Q2 2026 in Review

Ranch Capital Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 8.7% in Q2 2026, selling an estimated $31.2K and leaving 7,998 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #142.

Ranch Capital Advisors first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $828K in Q4 2024. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Ranch Capital Advisors held 7,998 shares of iShares Bitcoin Trust worth $266K as of Q2 2026.
Ranch Capital Advisors sold 766 iShares Bitcoin Trust shares in Q2 2026, an estimated $31.2K.
iShares Bitcoin Trust made up 0.08% of Ranch Capital Advisors's portfolio in Q2 2026, its #142 holding.
Ranch Capital Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Ranch Capital Advisors's iShares Bitcoin Trust position peaked at $828K in Q4 2024.
1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.