Unique Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Unique 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	$2.13M	Buy	63,841 +27,141	+74%	+$1.1M	0.25%	61
2026 Q1	$1.41M	Sell	36,700 -5,615	-13%	-$243K	0.2%	67
2025 Q4	$2.1M	Buy	42,315 +23,707	+127%	+$1.35M	0.29%	67
2025 Q3	$1.21M	Buy	18,608 +180	+1%	+$11.7K	0.18%	80
2025 Q2	$1.13M	Buy	18,428 +2,442	+15%	+$137K	0.18%	78
2025 Q1	$748K	Sell	15,986 -199	-1%	-$10.5K	0.14%	87
2024 Q4	$859K	Buy	16,185 +1,612	+11%	+$76.1K	0.18%	72
2024 Q3	$527K	Buy	14,573 +2,263	+18%	+$78.6K	0.12%	79
2024 Q2	$420K	Buy	+12,310	New	+$460K	0.11%	66

Other funds holding IBIT

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Unique Wealth's IBIT Position: Q2 2026 in Review

Unique Wealth increased its iShares Bitcoin Trust (IBIT) stake by 74% in Q2 2026, buying an estimated $1.1M and bringing the position to 63,841 shares worth $2.13M. The position accounts for 0.25% of the portfolio, ranked #61.

Unique Wealth first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. 606 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Unique Wealth held 63,841 shares of iShares Bitcoin Trust worth $2.13M as of Q2 2026.
Unique Wealth bought 27,141 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.1M.
iShares Bitcoin Trust made up 0.25% of Unique Wealth's portfolio in Q2 2026, its #61 holding.
Unique Wealth first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
606 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.