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

Smartleaf 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 		$496K Hold
14,503
– – 0.02% 558
2026
Q1 		$546K Buy
14,503
+1,832
+14% +$79.3K 0.02% 510
2025
Q4 		$631K Buy
12,671
+2,703
+27% +$154K 0.02% 480
2025
Q3 		$648K Buy
9,968
+5,919
+146% +$385K 0.04% 424
2025
Q2 		$246K Sell
4,049
-5,350
-57% -$300K 0.02% 530
2025
Q1 		$447K Hold
9,399
– – 0.04% 388
2024
Q4 		$503K Buy
9,399
+8,424
+864% +$398K 0.05% 327
2024
Q3 		$36.5K Hold
975
– – ﹤0.01% 1036
2024
Q2 		$34.1K Buy
+975
New +$36.4K 0.01% 840

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

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

Smartleaf Asset Management held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 14,503 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #558.

Smartleaf Asset Management first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $648K in Q3 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Smartleaf Asset Management held 14,503 shares of iShares Bitcoin Trust worth $496K as of Q2 2026.
  • Smartleaf Asset Management left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.02% of Smartleaf Asset Management's portfolio in Q2 2026, its #558 holding.
  • Smartleaf Asset Management first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's iShares Bitcoin Trust position peaked at $648K in Q3 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.