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Silver Oak Securities’s iShares Bitcoin Trust IBIT Stock Holding History

Silver Oak Securities’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 		$223K Sell
6,692
-364
-5% -$14.8K 0.01% 715
2026
Q1 		$271K Sell
7,056
-126
-2% -$5.46K 0.02% 639
2025
Q4 		$358K Sell
7,182
-35
-0.5% -$1.99K 0.02% 566
2025
Q3 		$469K Buy
7,217
+2,559
+55% +$166K 0.04% 448
2025
Q2 		$285K Sell
4,658
-396
-8% -$22.2K 0.02% 551
2025
Q1 		$240K Buy
+5,054
New +$268K 0.02% 557

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

Silver Oak Securities's IBIT Position: Q2 2026 in Review

Silver Oak Securities reduced its iShares Bitcoin Trust (IBIT) stake by 5.2% in Q2 2026, selling an estimated $14.8K and leaving 6,692 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #715.

Silver Oak Securities first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $469K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Silver Oak Securities held 6,692 shares of iShares Bitcoin Trust worth $223K as of Q2 2026.
  • Silver Oak Securities sold 364 iShares Bitcoin Trust shares in Q2 2026, an estimated $14.8K.
  • iShares Bitcoin Trust made up 0.01% of Silver Oak Securities's portfolio in Q2 2026, its #715 holding.
  • Silver Oak Securities first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Silver Oak Securities's iShares Bitcoin Trust position peaked at $469K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.