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Spartan Wealth Advisory Services LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Spartan Wealth Advisory Services LLC’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 		– Sell
-12,000
Closed -$142K – 328
2026
Q1 		$142K Buy
+12,000
New +$520K 0.01% 304

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
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
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's IBIT Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its iShares Bitcoin Trust (IBIT) stake by 2.5% in Q2 2026, buying an estimated $132K and bringing the position to 135,429 shares worth $4.16M. The position accounts for 0.34% of the portfolio, ranked #73.

Spartan Wealth Advisory Services LLC first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.08M in Q1 2026. 1,397 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 135,429 shares of iShares Bitcoin Trust worth $4.16M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 3,247 iShares Bitcoin Trust shares in Q2 2026, an estimated $132K.
  • iShares Bitcoin Trust made up 0.34% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #73 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's iShares Bitcoin Trust position peaked at $5.08M in Q1 2026.
  • 1,397 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.