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Spire Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Spire Wealth 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 		$300K Sell
9,024
-2,177
-19% -$88.6K 0.01% 668
2026
Q1 		$430K Buy
11,201
+260
+2% +$11.3K 0.01% 581
2025
Q4 		$543K Sell
10,941
-87,272
-89% -$4.96M 0.02% 523
2025
Q3 		$6.38M Buy
98,213
+85,368
+665% +$5.55M 0.22% 94
2025
Q2 		$786K Sell
12,845
-1,446
-10% -$81K 0.03% 406
2025
Q1 		$669K Buy
14,291
+10,261
+255% +$543K 0.02% 494
2024
Q4 		$214K Buy
+4,030
New +$190K 0.01% 799

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

Spire Wealth Management's IBIT Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 19% in Q2 2026, selling an estimated $88.6K and leaving 9,024 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #668.

Spire Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.38M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Spire Wealth Management held 9,024 shares of iShares Bitcoin Trust worth $300K as of Q2 2026.
  • Spire Wealth Management sold 2,177 iShares Bitcoin Trust shares in Q2 2026, an estimated $88.6K.
  • iShares Bitcoin Trust made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #668 holding.
  • Spire Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's iShares Bitcoin Trust position peaked at $6.38M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.