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Sax Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Sax 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 		$620K Sell
16,133
-3,196
-17% -$130K 0.03% 300
2026
Q1 		$960K Sell
19,329
-1,054
-5% -$45.6K 0.05% 198
2025
Q4 		$1.01M Buy
20,383
+8,809
+76% +$500K 0.05% 197
2025
Q3 		$752K Buy
11,574
+180
+2% +$11.7K 0.04% 217
2025
Q2 		$697K Buy
11,394
+672
+6% +$37.7K 0.04% 214
2025
Q1 		$502K Buy
10,722
+4,964
+86% +$263K 0.04% 220
2024
Q4 		$305K Buy
+5,758
New +$272K 0.02% 262
2024
Q2 		– Sell
-5,611
Closed -$227K – 279
2024
Q1 		$227K Buy
+5,611
New +$175K 0.03% 173

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

Sax Wealth Advisors's IBIT Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 17% in Q2 2026, selling an estimated $130K and leaving 16,133 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #300.

Sax Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.01M in Q4 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sax Wealth Advisors held 16,133 shares of iShares Bitcoin Trust worth $620K as of Q2 2026.
  • Sax Wealth Advisors sold 3,196 iShares Bitcoin Trust shares in Q2 2026, an estimated $130K.
  • iShares Bitcoin Trust made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #300 holding.
  • Sax Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
  • Sax Wealth Advisors's iShares Bitcoin Trust position peaked at $1.01M in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.