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Sage Mountain Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Sage Mountain 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 		$1.41M Buy
42,325
+7,786
+23% +$317K 0.09% 83
2026
Q1 		$1.33M Buy
34,539
+251
+0.7% +$10.9K 0.09% 82
2025
Q4 		$1.7M Buy
34,288
+778
+2% +$44.2K 0.09% 114
2025
Q3 		$2.18M Buy
33,510
+20,269
+153% +$1.32M 0.12% 87
2025
Q2 		$810K Buy
13,241
+521
+4% +$29.2K 0.05% 171
2025
Q1 		$595K Buy
12,720
+6,930
+120% +$367K 0.04% 195
2024
Q4 		$307K Buy
+5,790
New +$273K 0.02% 290

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

Sage Mountain Advisors's IBIT Position: Q2 2026 in Review

Sage Mountain Advisors increased its iShares Bitcoin Trust (IBIT) stake by 23% in Q2 2026, buying an estimated $317K and bringing the position to 42,325 shares worth $1.41M. The position accounts for 0.09% of the portfolio, ranked #83.

Sage Mountain Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.18M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sage Mountain Advisors held 42,325 shares of iShares Bitcoin Trust worth $1.41M as of Q2 2026.
  • Sage Mountain Advisors bought 7,786 iShares Bitcoin Trust shares in Q2 2026, an estimated $317K.
  • iShares Bitcoin Trust made up 0.09% of Sage Mountain Advisors's portfolio in Q2 2026, its #83 holding.
  • Sage Mountain Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Sage Mountain Advisors's iShares Bitcoin Trust position peaked at $2.18M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.