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

Simplify 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 		$48.5M Buy
1,455,800
+680,800
+88% +$27.7M 0.67% 6
2026
Q1 		$29.9M Sell
775,000
-25,000
-3% -$1.08M 0.46% 11
2025
Q4 		$40.8M Buy
800,000
+150,000
+23% +$8.52M 0.67% 6
2025
Q3 		$43.4M Buy
650,000
+140,000
+27% +$9.11M 0.8% 8
2025
Q2 		$30.5M Buy
+510,000
New +$28.6M 1.54% 9
2025
Q1 		– Sell
-750,000
Closed -$41.5M – 99
2024
Q4 		$41.5M Buy
+750,000
New +$35.4M 2.05% 9

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

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

Simplify Asset Management reduced its iShares Bitcoin Trust (IBIT) stake by 30% in Q2 2026, selling an estimated $8.67M and leaving 486,900 shares worth $16.2M. The position accounts for 0.23% of the portfolio, ranked #23.

Simplify Asset Management first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $41.3M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Simplify Asset Management held 486,900 shares of iShares Bitcoin Trust worth $16.2M as of Q2 2026.
  • Simplify Asset Management sold 213,100 iShares Bitcoin Trust shares in Q2 2026, an estimated $8.67M.
  • iShares Bitcoin Trust made up 0.23% of Simplify Asset Management's portfolio in Q2 2026, its #23 holding.
  • Simplify Asset Management first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Simplify Asset Management's iShares Bitcoin Trust position peaked at $41.3M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.