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San Luis Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

San Luis 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 		$3.52M Buy
105,692
+45,859
+77% +$1.87M 0.53% 48
2026
Q1 		$2.3M Buy
59,833
+35,108
+142% +$1.52M 0.38% 49
2025
Q4 		$1.23M Buy
24,725
+16,371
+196% +$930K 0.21% 68
2025
Q3 		$543K Buy
+8,354
New +$543K 0.1% 118
2025
Q2 		– Sell
-10,196
Closed -$178K – 146
2025
Q1 		$178K Buy
10,196
+3,509
+52% +$186K 0.04% 129
2024
Q4 		$355K Buy
6,687
+540
+9% +$25.5K 0.07% 113
2024
Q3 		$222K Hold
6,147
– – 0.05% 130
2024
Q2 		$210K Buy
+6,147
New +$230K 0.05% 123

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

San Luis Wealth Advisors's IBIT Position: Q2 2026 in Review

San Luis Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 77% in Q2 2026, buying an estimated $1.87M and bringing the position to 105,692 shares worth $3.52M. The position accounts for 0.53% of the portfolio, ranked #48.

San Luis Wealth Advisors first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. 1,463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • San Luis Wealth Advisors held 105,692 shares of iShares Bitcoin Trust worth $3.52M as of Q2 2026.
  • San Luis Wealth Advisors bought 45,859 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.87M.
  • iShares Bitcoin Trust made up 0.53% of San Luis Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • San Luis Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • 1,463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.