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Regent Peak Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Regent Peak Wealth 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 		$2.21M Sell
66,277
-4,386
-6% -$178K 0.41% 34
2026
Q1 		$2.71M Buy
70,663
+9,551
+16% +$414K 0.55% 26
2025
Q4 		$3.03M Buy
61,112
+51,669
+547% +$2.94M 0.6% 25
2025
Q3 		$614K Buy
+9,443
New +$614K 0.12% 75

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

Regent Peak Wealth Advisors's IBIT Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 6.2% in Q2 2026, selling an estimated $178K and leaving 66,277 shares worth $2.21M. The position accounts for 0.41% of the portfolio, ranked #34.

Regent Peak Wealth Advisors first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.03M in Q4 2025. 1,473 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Regent Peak Wealth Advisors held 66,277 shares of iShares Bitcoin Trust worth $2.21M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 4,386 iShares Bitcoin Trust shares in Q2 2026, an estimated $178K.
  • iShares Bitcoin Trust made up 0.41% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Regent Peak Wealth Advisors first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Regent Peak Wealth Advisors's iShares Bitcoin Trust position peaked at $3.03M in Q4 2025.
  • 1,473 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.