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Valley National Advisers’s iShares Bitcoin Trust IBIT Stock Holding History

Valley National Advisers’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 		$118K Sell
3,542
-81
-2% -$3.29K 0.01% 316
2026
Q1 		$139K Buy
3,623
+302
+9% +$13.1K 0.02% 277
2025
Q4 		$164K Sell
3,321
-822
-20% -$46.7K 0.02% 263
2025
Q3 		$269K Sell
4,143
-302
-7% -$19.6K 0.04% 203
2025
Q2 		$272K Buy
4,445
+904
+26% +$50.7K 0.04% 211
2025
Q1 		$165K Buy
3,541
+1,754
+98% +$92.9K 0.03% 245
2024
Q4 		$94K Buy
1,787
+1,173
+191% +$55.4K 0.02% 289
2024
Q3 		$22K Hold
614
– – ﹤0.01% 435
2024
Q2 		$20K Buy
614
+50
+9% +$1.87K ﹤0.01% 511
2024
Q1 		$22K Buy
+564
New +$17.6K ﹤0.01% 510

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

Valley National Advisers's IBIT Position: Q2 2026 in Review

Valley National Advisers reduced its iShares Bitcoin Trust (IBIT) stake by 2.2% in Q2 2026, selling an estimated $3.29K and leaving 3,542 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #316.

Valley National Advisers first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $272K in Q2 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Valley National Advisers held 3,542 shares of iShares Bitcoin Trust worth $118K as of Q2 2026.
  • Valley National Advisers sold 81 iShares Bitcoin Trust shares in Q2 2026, an estimated $3.29K.
  • iShares Bitcoin Trust made up 0.01% of Valley National Advisers's portfolio in Q2 2026, its #316 holding.
  • Valley National Advisers first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Valley National Advisers's iShares Bitcoin Trust position peaked at $272K in Q2 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.