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The Wealth Group’s iShares Bitcoin Trust IBIT Stock Holding History

The Wealth Group’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 		$363K Buy
10,899
+2,364
+28% +$96.2K 0.07% 63
2026
Q1 		$328K Sell
8,535
-4,389
-34% -$190K 0.07% 64
2025
Q4 		$642K Buy
12,924
+6,530
+102% +$371K 0.14% 46
2025
Q3 		$416K Buy
6,394
+2,378
+59% +$155K 0.1% 58
2025
Q2 		$246K Buy
+4,016
New +$225K 0.06% 67

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

The Wealth Group's IBIT Position: Q2 2026 in Review

The Wealth Group increased its iShares Bitcoin Trust (IBIT) stake by 28% in Q2 2026, buying an estimated $96.2K and bringing the position to 10,899 shares worth $363K. The position accounts for 0.07% of the portfolio, ranked #63.

The Wealth Group first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $642K in Q4 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • The Wealth Group held 10,899 shares of iShares Bitcoin Trust worth $363K as of Q2 2026.
  • The Wealth Group bought 2,364 iShares Bitcoin Trust shares in Q2 2026, an estimated $96.2K.
  • iShares Bitcoin Trust made up 0.07% of The Wealth Group's portfolio in Q2 2026, its #63 holding.
  • The Wealth Group first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • The Wealth Group's iShares Bitcoin Trust position peaked at $642K in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.