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Secure Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Secure Asset Management’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 		$4.09M Buy
122,957
+8,619
+8% +$351K 0.57% 49
2026
Q1 		$4.39M Buy
114,338
+42,553
+59% +$1.84M 0.7% 34
2025
Q4 		$3.56M Buy
71,785
+3,709
+5% +$211K 0.56% 46
2025
Q3 		$4.54M Buy
68,076
+6,795
+11% +$442K 0.75% 29
2025
Q2 		$3.75M Buy
61,281
+2,747
+5% +$154K 0.69% 31
2025
Q1 		$2.74M Buy
58,534
+9,004
+18% +$477K 0.55% 49
2024
Q4 		$2.63M Buy
49,530
+7,341
+17% +$347K 0.4% 56
2024
Q3 		$1.52M Buy
42,189
+1,769
+4% +$61.4K 0.26% 101
2024
Q2 		$1.38M Buy
+40,420
New +$1.51M 0.26% 94

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

Secure Asset Management's IBIT Position: Q2 2026 in Review

Secure Asset Management increased its iShares Bitcoin Trust (IBIT) stake by 7.5% in Q2 2026, buying an estimated $351K and bringing the position to 122,957 shares worth $4.09M. The position accounts for 0.57% of the portfolio, ranked #49.

Secure Asset Management first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.54M in Q3 2025. 1,469 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Secure Asset Management held 122,957 shares of iShares Bitcoin Trust worth $4.09M as of Q2 2026.
  • Secure Asset Management bought 8,619 iShares Bitcoin Trust shares in Q2 2026, an estimated $351K.
  • iShares Bitcoin Trust made up 0.57% of Secure Asset Management's portfolio in Q2 2026, its #49 holding.
  • Secure Asset Management first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Secure Asset Management's iShares Bitcoin Trust position peaked at $4.54M in Q3 2025.
  • 1,469 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.