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Simon Quick Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Simon Quick 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 		$1.39M Sell
41,711
-2,773
-6% -$113K 0.06% 177
2026
Q1 		$1.71M Buy
44,484
+3,514
+9% +$152K 0.08% 149
2025
Q4 		$2.03M Buy
40,970
+4,034
+11% +$229K 0.09% 134
2025
Q3 		$2.4M Buy
36,936
+8,967
+32% +$583K 0.11% 119
2025
Q2 		$1.71M Sell
27,969
-583
-2% -$32.7K 0.09% 138
2025
Q1 		$1.34M Buy
28,552
+14,470
+103% +$766K 0.08% 123
2024
Q4 		$747K Buy
14,082
+10
+0.1% +$472 0.04% 189
2024
Q3 		$508K Hold
14,072
– – 0.03% 235
2024
Q2 		$480K Buy
14,072
+8,429
+149% +$315K 0.03% 227
2024
Q1 		$228K Buy
+5,643
New +$176K 0.02% 366

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

Simon Quick Advisors's IBIT Position: Q2 2026 in Review

Simon Quick Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 6.2% in Q2 2026, selling an estimated $113K and leaving 41,711 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #177.

Simon Quick Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.4M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Simon Quick Advisors held 41,711 shares of iShares Bitcoin Trust worth $1.39M as of Q2 2026.
  • Simon Quick Advisors sold 2,773 iShares Bitcoin Trust shares in Q2 2026, an estimated $113K.
  • iShares Bitcoin Trust made up 0.06% of Simon Quick Advisors's portfolio in Q2 2026, its #177 holding.
  • Simon Quick Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Simon Quick Advisors's iShares Bitcoin Trust position peaked at $2.4M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.