SIAP
IBIT icon

Sterling Investment Advisors (Pennsylvania)’s iShares Bitcoin Trust IBIT Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$876K Buy
26,314
+210
+0.8% +$8.54K 0.15% 110
2026
Q1 		$1M Sell
26,104
-10,282
-28% -$445K 0.18% 101
2025
Q4 		$1.81M Sell
36,386
-844
-2% -$47.9K 0.33% 75
2025
Q3 		$2.42M Hold
37,230
– – 0.47% 62
2025
Q2 		$2.28M Buy
37,230
+1,750
+5% +$98.1K 0.5% 58
2025
Q1 		$1.66M Buy
35,480
+471
+1% +$24.9K 0.4% 68
2024
Q4 		$1.86M Buy
35,009
+21,624
+162% +$1.02M 0.45% 64
2024
Q3 		$484K Buy
13,385
+4,450
+50% +$155K 0.12% 108
2024
Q2 		$305K Buy
8,935
+300
+3% +$11.2K 0.08% 117
2024
Q1 		$349K Buy
+8,635
New +$269K 0.1% 116

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

Sterling Investment Advisors (Pennsylvania)'s IBIT Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its iShares Bitcoin Trust (IBIT) stake by 0.8% in Q2 2026, buying an estimated $8.54K and bringing the position to 26,314 shares worth $876K. The position accounts for 0.15% of the portfolio, ranked #110.

Sterling Investment Advisors (Pennsylvania) first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.42M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 26,314 shares of iShares Bitcoin Trust worth $876K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 210 iShares Bitcoin Trust shares in Q2 2026, an estimated $8.54K.
  • iShares Bitcoin Trust made up 0.15% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #110 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s iShares Bitcoin Trust position peaked at $2.42M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.