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Valeo Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Valeo 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 		$2.78M Sell
83,505
-3,125
-4% -$127K 0.06% 137
2026
Q1 		$3.33M Buy
86,630
+4,251
+5% +$184K 0.08% 114
2025
Q4 		$4.09M Buy
82,379
+43,349
+111% +$2.46M 0.09% 108
2025
Q3 		$2.54M Sell
39,030
-25,469
-39% -$1.66M 0.06% 142
2025
Q2 		$3.95M Buy
64,499
+23,647
+58% +$1.33M 0.1% 106
2025
Q1 		$1.91M Buy
40,852
+18,749
+85% +$993K 0.05% 166
2024
Q4 		$1.17M Buy
+22,103
New +$1.04M 0.03% 226

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

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

Valeo Financial Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 3.6% in Q2 2026, selling an estimated $127K and leaving 83,505 shares worth $2.78M. The position accounts for 0.06% of the portfolio, ranked #137.

Valeo Financial Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.09M in Q4 2025. 1,463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Valeo Financial Advisors held 83,505 shares of iShares Bitcoin Trust worth $2.78M as of Q2 2026.
  • Valeo Financial Advisors sold 3,125 iShares Bitcoin Trust shares in Q2 2026, an estimated $127K.
  • iShares Bitcoin Trust made up 0.06% of Valeo Financial Advisors's portfolio in Q2 2026, its #137 holding.
  • Valeo Financial Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Valeo Financial Advisors's iShares Bitcoin Trust position peaked at $4.09M in Q4 2025.
  • 1,463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.