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Tred Avon Family Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Tred Avon Family 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 		$388K Sell
11,645
-12,397
-52% -$504K 0.12% 203
2026
Q1 		$924K Hold
24,042
– – 0.31% 92
2025
Q4 		$1.19M Hold
24,042
– – 0.39% 65
2025
Q3 		$1.56M Buy
+24,042
New +$1.56M 0.54% 42

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

Tred Avon Family Wealth's IBIT Position: Q2 2026 in Review

Tred Avon Family Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 52% in Q2 2026, selling an estimated $504K and leaving 11,645 shares worth $388K. The position accounts for 0.12% of the portfolio, ranked #203.

Tred Avon Family Wealth first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.56M in Q3 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Tred Avon Family Wealth held 11,645 shares of iShares Bitcoin Trust worth $388K as of Q2 2026.
  • Tred Avon Family Wealth sold 12,397 iShares Bitcoin Trust shares in Q2 2026, an estimated $504K.
  • iShares Bitcoin Trust made up 0.12% of Tred Avon Family Wealth's portfolio in Q2 2026, its #203 holding.
  • Tred Avon Family Wealth first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's iShares Bitcoin Trust position peaked at $1.56M in Q3 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.