Upper Left Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Upper Left Wealth Management’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	$5.44M	Buy	163,550 +12,176	+8%	+$495K	3.02%	10
2026 Q1	$5.82M	Buy	151,374 +39,266	+35%	+$1.7M	3.43%	9
2025 Q4	$5.57M	Buy	112,108 +16,353	+17%	+$929K	3.39%	7
2025 Q3	$6.22M	Sell	95,755 -718	-0.7%	-$46.7K	3.91%	4
2025 Q2	$5.91M	Buy	96,473 +3,551	+4%	+$199K	3.94%	4
2025 Q1	$4.35M	Buy	92,922 +3,592	+4%	+$190K	3.12%	9
2024 Q4	$4.74M	Buy	89,330 +3,884	+5%	+$183K	4.05%	6
2024 Q3	$2.85M	Buy	85,446 +34,356	+67%	+$1.19M	2.49%	15
2024 Q2	$1.74M	Buy	51,090 +2,530	+5%	+$94.5K	1.58%	20
2024 Q1	$1.97M	Buy	+48,560	New	+$1.51M	1.82%	20

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Upper Left Wealth Management's IBIT Position: Q2 2026 in Review

Upper Left Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 8% in Q2 2026, buying an estimated $495K and bringing the position to 163,550 shares worth $5.44M. The position accounts for 3.02% of the portfolio, ranked #10.

Upper Left Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.22M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Upper Left Wealth Management held 163,550 shares of iShares Bitcoin Trust worth $5.44M as of Q2 2026.
Upper Left Wealth Management bought 12,176 iShares Bitcoin Trust shares in Q2 2026, an estimated $495K.
iShares Bitcoin Trust made up 3.02% of Upper Left Wealth Management's portfolio in Q2 2026, its #10 holding.
Upper Left Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Upper Left Wealth Management's iShares Bitcoin Trust position peaked at $6.22M in Q3 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.