Summitry LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Summitry 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	$381K	Hold	11,450	–	–	0.01%	198
2026 Q1	$440K	Buy	+11,450	New	+$496K	0.02%	152

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

Summitry LLC's IBIT Position: Q2 2026 in Review

Summitry LLC held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 11,450 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #198.

Summitry LLC first reported a position in IBIT in Q1 2026 and has held it in 2 quarters since. The position peaked at $440K in Q1 2026. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Summitry LLC held 11,450 shares of iShares Bitcoin Trust worth $381K as of Q2 2026.
Summitry LLC left its iShares Bitcoin Trust share count unchanged in Q2 2026.
iShares Bitcoin Trust made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #198 holding.
Summitry LLC first reported a position in iShares Bitcoin Trust in Q1 2026 and has held it in 2 quarters since.
Summitry LLC's iShares Bitcoin Trust position peaked at $440K in Q1 2026.
1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.