RFM
IBIT icon

Royal Fund Management’s iShares Bitcoin Trust IBIT Stock Holding History

Royal Fund Management’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 		– Sell
-19,561
Closed -$729K – 316
2026
Q1 		$729K Sell
19,561
-3,907
-17% -$169K 0.07% 196
2025
Q4 		$1.17M Buy
+23,468
New +$1.33M 0.11% 170
2025
Q2 		– Sell
-7,784
Closed -$364K – 348
2025
Q1 		$364K Buy
+7,784
New +$412K 0.04% 248

Other funds holding IBIT

AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FG
Franchise GP Grand Cayman $215M AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

Royal Fund Management's IBIT Position: Q2 2026 in Review

Royal Fund Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 19,561 shares — an estimated $729K sold.

Royal Fund Management first reported a position in IBIT in Q1 2025 and held it in 3 quarters. The position peaked at $1.17M in Q4 2025. 335 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Royal Fund Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Royal Fund Management sold 19,561 iShares Bitcoin Trust shares in Q2 2026, an estimated $729K.
  • Royal Fund Management first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 3 quarters.
  • Royal Fund Management's iShares Bitcoin Trust position peaked at $1.17M in Q4 2025.
  • 335 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.