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United Advisor Group’s iShares Bitcoin Trust IBIT Stock Holding History

United Advisor 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 		$847K Sell
25,452
-11,940
-32% -$486K 0.09% 235
2026
Q1 		$1.44M Buy
37,392
+14,663
+65% +$635K 0.18% 142
2025
Q4 		$1.13M Sell
22,729
-7,477
-25% -$425K 0.14% 165
2025
Q3 		$1.96M Buy
30,206
+17,104
+131% +$1.11M 0.26% 95
2025
Q2 		$802K Buy
+13,102
New +$734K 0.14% 156

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

United Advisor Group's IBIT Position: Q2 2026 in Review

United Advisor Group reduced its iShares Bitcoin Trust (IBIT) stake by 32% in Q2 2026, selling an estimated $486K and leaving 25,452 shares worth $847K. The position accounts for 0.09% of the portfolio, ranked #235.

United Advisor Group first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.96M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • United Advisor Group held 25,452 shares of iShares Bitcoin Trust worth $847K as of Q2 2026.
  • United Advisor Group sold 11,940 iShares Bitcoin Trust shares in Q2 2026, an estimated $486K.
  • iShares Bitcoin Trust made up 0.09% of United Advisor Group's portfolio in Q2 2026, its #235 holding.
  • United Advisor Group first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • United Advisor Group's iShares Bitcoin Trust position peaked at $1.96M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.