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Smith, Moore & Co’s iShares Bitcoin Trust IBIT Stock Holding History

Smith, Moore & Co’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 		$1.29M Buy
38,782
+1,808
+5% +$73.5K 0.08% 196
2026
Q1 		$1.42M Sell
36,974
-814
-2% -$35.2K 0.1% 164
2025
Q4 		$1.88M Buy
37,788
+7,741
+26% +$440K 0.14% 129
2025
Q3 		$1.95M Buy
30,047
+4,241
+16% +$276K 0.15% 129
2025
Q2 		$1.58M Sell
25,806
-6,395
-20% -$358K 0.13% 147
2025
Q1 		$1.51M Buy
32,201
+592
+2% +$31.3K 0.14% 149
2024
Q4 		$1.68M Buy
31,609
+9,040
+40% +$427K 0.15% 125
2024
Q3 		$815K Buy
22,569
+2,708
+14% +$94K 0.08% 213
2024
Q2 		$678K Buy
19,861
+200
+1% +$7.47K 0.07% 224
2024
Q1 		$796K Buy
+19,661
New +$613K 0.08% 199

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

Smith, Moore & Co's IBIT Position: Q2 2026 in Review

Smith, Moore & Co increased its iShares Bitcoin Trust (IBIT) stake by 4.9% in Q2 2026, buying an estimated $73.5K and bringing the position to 38,782 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #196.

Smith, Moore & Co first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.95M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Smith, Moore & Co held 38,782 shares of iShares Bitcoin Trust worth $1.29M as of Q2 2026.
  • Smith, Moore & Co bought 1,808 iShares Bitcoin Trust shares in Q2 2026, an estimated $73.5K.
  • iShares Bitcoin Trust made up 0.08% of Smith, Moore & Co's portfolio in Q2 2026, its #196 holding.
  • Smith, Moore & Co first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Smith, Moore & Co's iShares Bitcoin Trust position peaked at $1.95M in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.