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Spahn Wealth & Retirement’s iShares Bitcoin Trust IBIT Stock Holding History

Spahn Wealth & Retirement’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 		$1.25M Buy
+37,539
New +$1.53M 0.8% 24
2025
Q1 		– Sell
-64,128
Closed -$3.4M – 36
2024
Q4 		$3.4M Buy
+64,128
New +$3.03M 2.23% 17

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

Spahn Wealth & Retirement's IBIT Position: Q2 2026 in Review

Spahn Wealth & Retirement opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 37,539 shares worth $1.25M. The stake represents 0.8% of the portfolio and ranks #24 among its holdings. This is a return to the name: Spahn Wealth & Retirement previously reported a position in IBIT as recently as Q4 2024.

Spahn Wealth & Retirement first reported a position in IBIT in Q4 2024 and has held it in 2 quarters since. The position peaked at $3.4M in Q4 2024. 1,460 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Spahn Wealth & Retirement held 37,539 shares of iShares Bitcoin Trust worth $1.25M as of Q2 2026.
  • iShares Bitcoin Trust was a new Spahn Wealth & Retirement position in Q2 2026.
  • iShares Bitcoin Trust made up 0.8% of Spahn Wealth & Retirement's portfolio in Q2 2026, its #24 holding.
  • Spahn Wealth & Retirement first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 2 quarters since.
  • Spahn Wealth & Retirement's iShares Bitcoin Trust position peaked at $3.4M in Q4 2024.
  • 1,460 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Spahn Wealth & Retirement's 13F filing for Q2 2026, filed 13 Aug 2026.