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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

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 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. 244 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.
  • 244 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.