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RIA Advisory Group’s iShares Bitcoin Trust IBIT Stock Holding History

RIA Advisory Group’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 		$1.4M Sell
42,178
-1,882
-4% -$76.6K 0.31% 50
2026
Q1 		$1.69M Buy
44,060
+16,437
+60% +$712K 0.4% 37
2025
Q4 		$1.37M Sell
27,623
-480
-2% -$27.3K 0.33% 51
2025
Q3 		$1.83M Buy
28,103
+1,918
+7% +$125K 0.47% 39
2025
Q2 		$1.6M Buy
26,185
+4,831
+23% +$271K 0.47% 36
2025
Q1 		$1,000K Sell
21,354
-5,482
-20% -$290K 0.33% 51
2024
Q4 		$1.42M Buy
26,836
+11,254
+72% +$531K 0.48% 36
2024
Q3 		$563K Buy
+15,582
New +$541K 0.2% 61
2024
Q1 		$816K Buy
+20,174
New +$629K 0.33% 44

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

RIA Advisory Group's IBIT Position: Q2 2026 in Review

RIA Advisory Group reduced its iShares Bitcoin Trust (IBIT) stake by 4.3% in Q2 2026, selling an estimated $76.6K and leaving 42,178 shares worth $1.4M. The position accounts for 0.31% of the portfolio, ranked #50.

RIA Advisory Group first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.83M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • RIA Advisory Group held 42,178 shares of iShares Bitcoin Trust worth $1.4M as of Q2 2026.
  • RIA Advisory Group sold 1,882 iShares Bitcoin Trust shares in Q2 2026, an estimated $76.6K.
  • iShares Bitcoin Trust made up 0.31% of RIA Advisory Group's portfolio in Q2 2026, its #50 holding.
  • RIA Advisory Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • RIA Advisory Group's iShares Bitcoin Trust position peaked at $1.83M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.