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United Capital Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

United Capital Financial Advisors’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 		$3.23M Buy
97,431
+3,563
+4% +$145K 0.02% 470
2026
Q1 		$3.61M Buy
93,868
+4,184
+5% +$181K 0.02% 430
2025
Q4 		$4.45M Buy
89,684
+61,105
+214% +$3.47M 0.03% 371
2025
Q3 		$1.86M Buy
28,579
+13,279
+87% +$864K 0.01% 486
2025
Q2 		$937K Buy
15,300
+757
+5% +$42.4K 0.01% 606
2025
Q1 		$681K Buy
14,543
+6,904
+90% +$365K 0.01% 660
2024
Q4 		$405K Buy
+7,639
New +$361K ﹤0.01% 794

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 Capital Financial Advisors's IBIT Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 3.8% in Q2 2026, buying an estimated $145K and bringing the position to 97,431 shares worth $3.23M. The position accounts for 0.02% of the portfolio, ranked #470.

United Capital Financial Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.45M in Q4 2025. 1,463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • United Capital Financial Advisors held 97,431 shares of iShares Bitcoin Trust worth $3.23M as of Q2 2026.
  • United Capital Financial Advisors bought 3,563 iShares Bitcoin Trust shares in Q2 2026, an estimated $145K.
  • iShares Bitcoin Trust made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #470 holding.
  • United Capital Financial Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • United Capital Financial Advisors's iShares Bitcoin Trust position peaked at $4.45M in Q4 2025.
  • 1,463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.