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SOA Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

SOA Wealth 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 		$58.3K Sell
1,750
-16,021
-90% -$652K 0.01% 364
2026
Q1 		$683K Buy
17,771
+24
+0.1% +$1.04K 0.13% 95
2025
Q4 		$881K Buy
17,747
+15,409
+659% +$875K 0.15% 90
2025
Q3 		$152K Buy
2,338
+18
+0.8% +$1.17K 0.03% 241
2025
Q2 		$142K Buy
2,320
+713
+44% +$40K 0.03% 239
2025
Q1 		$75.2K Buy
1,607
+36
+2% +$1.91K 0.02% 286
2024
Q4 		$83.3K Sell
1,571
-48
-3% -$2.27K 0.02% 271
2024
Q3 		$58.5K Buy
1,619
+450
+38% +$15.6K 0.01% 303
2024
Q2 		$39.9K Buy
+1,169
New +$43.7K 0.01% 339

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

SOA Wealth Advisors's IBIT Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 90% in Q2 2026, selling an estimated $652K and leaving 1,750 shares worth $58.3K. The position accounts for 0.01% of the portfolio, ranked #364.

SOA Wealth Advisors first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $881K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • SOA Wealth Advisors held 1,750 shares of iShares Bitcoin Trust worth $58.3K as of Q2 2026.
  • SOA Wealth Advisors sold 16,021 iShares Bitcoin Trust shares in Q2 2026, an estimated $652K.
  • iShares Bitcoin Trust made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #364 holding.
  • SOA Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • SOA Wealth Advisors's iShares Bitcoin Trust position peaked at $881K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.