Savant Capital’s iShares Bitcoin Trust IBIT Stock Holding History

Savant Capital’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	$2.56M	Buy	74,183 +32,982	+80%	+$1.34M	0.01%	553
2026 Q1	$1.58M	Sell	41,201 -2,007	-5%	-$86.9K	0.01%	477
2025 Q4	$2.15M	Buy	43,208 +3,729	+9%	+$212K	0.01%	394
2025 Q3	$2.57M	Buy	39,479 +10,465	+36%	+$681K	0.02%	345
2025 Q2	$1.78M	Buy	29,014 +4,820	+20%	+$270K	0.01%	384
2025 Q1	$1.13M	Buy	24,194 +10,597	+78%	+$561K	0.01%	441
2024 Q4	$721K	Buy	13,597 +2,733	+25%	+$129K	0.01%	768
2024 Q3	$393K	Buy	10,864 +3,217	+42%	+$112K	﹤0.01%	979
2024 Q2	$261K	Buy	+7,647	New	+$286K	﹤0.01%	1035

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Savant Capital's IBIT Position: Q2 2026 in Review

Savant Capital increased its iShares Bitcoin Trust (IBIT) stake by 80% in Q2 2026, buying an estimated $1.34M and bringing the position to 74,183 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #553.

Savant Capital first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.57M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Savant Capital held 74,183 shares of iShares Bitcoin Trust worth $2.56M as of Q2 2026.
Savant Capital bought 32,982 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.34M.
iShares Bitcoin Trust made up 0.01% of Savant Capital's portfolio in Q2 2026, its #553 holding.
Savant Capital first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Savant Capital's iShares Bitcoin Trust position peaked at $2.57M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.