SMH
IBIT icon

Sanders Morris Harris’s iShares Bitcoin Trust IBIT Stock Holding History

Sanders Morris Harris’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
-11,896
Closed -$457K – 164
2026
Q1 		$457K Buy
11,896
+170
+1% +$7.36K 0.07% 192
2025
Q4 		$582K Sell
11,726
-10,006
-46% -$568K 0.9% 15
2025
Q3 		$1.41M Sell
21,732
-4,018
-16% -$261K 0.19% 75
2025
Q2 		$1.58M Buy
25,750
+14,482
+129% +$811K 0.38% 26
2025
Q1 		$527K Buy
11,268
+7,268
+182% +$385K 0.08% 151
2024
Q4 		$215K Buy
+4,000
New +$189K 0.03% 256

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

Sanders Morris Harris's IBIT Position: Q2 2026 in Review

Sanders Morris Harris sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 11,896 shares — an estimated $457K sold.

Sanders Morris Harris first reported a position in IBIT in Q4 2024 and held it in 6 quarters. The position peaked at $1.58M in Q2 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sanders Morris Harris reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 11,896 iShares Bitcoin Trust shares in Q2 2026, an estimated $457K.
  • Sanders Morris Harris first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 6 quarters.
  • Sanders Morris Harris's iShares Bitcoin Trust position peaked at $1.58M in Q2 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.