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Sacks & Associates’s iShares Bitcoin Trust IBIT Stock Holding History

Sacks & Associates’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 		$680K Hold
19,073
– – 0.46% 46
2026
Q1 		$733K Hold
19,073
– – 0.54% 42
2025
Q4 		$947K Buy
+19,073
New +$1.08M 0.7% 34

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

Sacks & Associates's IBIT Position: Q2 2026 in Review

Sacks & Associates held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 19,073 shares worth $680K. The position accounts for 0.46% of the portfolio, ranked #46.

Sacks & Associates first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $947K in Q4 2025. 1,455 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sacks & Associates held 19,073 shares of iShares Bitcoin Trust worth $680K as of Q2 2026.
  • Sacks & Associates left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.46% of Sacks & Associates's portfolio in Q2 2026, its #46 holding.
  • Sacks & Associates first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Sacks & Associates's iShares Bitcoin Trust position peaked at $947K in Q4 2025.
  • 1,455 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.