SteelPeak Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

SteelPeak Wealth’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	$1.86M	Sell	55,778 -1,262	-2%	-$51.3K	0.05%	241
2026 Q1	$2.19M	Buy	57,040 +18,990	+50%	+$822K	0.07%	210
2025 Q4	$1.89M	Buy	38,050 +8,963	+31%	+$509K	0.06%	216
2025 Q3	$1.89M	Buy	29,087 +604	+2%	+$39.3K	0.06%	225
2025 Q2	$1.74M	Buy	28,483 +4,952	+21%	+$277K	0.07%	205
2025 Q1	$1.1M	Buy	23,531 +7,019	+43%	+$372K	0.05%	240
2024 Q4	$876K	Buy	16,512 +4,063	+33%	+$192K	0.04%	268
2024 Q3	$450K	Buy	12,449 +2,340	+23%	+$81.2K	0.02%	335
2024 Q2	$345K	Buy	10,109 +3,383	+50%	+$126K	0.02%	360
2024 Q1	$272K	Buy	+6,726	New	+$210K	0.01%	379

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SteelPeak Wealth's IBIT Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 2.2% in Q2 2026, selling an estimated $51.3K and leaving 55,778 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #241.

SteelPeak Wealth first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.19M in Q1 2026. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

SteelPeak Wealth held 55,778 shares of iShares Bitcoin Trust worth $1.86M as of Q2 2026.
SteelPeak Wealth sold 1,262 iShares Bitcoin Trust shares in Q2 2026, an estimated $51.3K.
iShares Bitcoin Trust made up 0.05% of SteelPeak Wealth's portfolio in Q2 2026, its #241 holding.
SteelPeak Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
SteelPeak Wealth's iShares Bitcoin Trust position peaked at $2.19M in Q1 2026.
1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.