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Van Hulzen Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Van Hulzen Asset 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 		$278K Sell
8,348
-1,264
-13% -$51.4K 0.02% 331
2026
Q1 		$369K Buy
9,612
+2,263
+31% +$98K 0.03% 269
2025
Q4 		$365K Buy
7,349
+596
+9% +$33.9K 0.03% 253
2025
Q3 		$439K Sell
6,753
-996
-13% -$64.8K 0.03% 234
2025
Q2 		$474K Sell
7,749
-529
-6% -$29.6K 0.04% 222
2025
Q1 		$387K Buy
8,278
+5
+0.1% +$265 0.04% 228
2024
Q4 		$439K Buy
8,273
+100
+1% +$4.72K 0.03% 231
2024
Q3 		$295K Sell
8,173
-1,850
-18% -$64.2K 0.02% 258
2024
Q2 		$342K Buy
+10,023
New +$374K 0.02% 239

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

Van Hulzen Asset Management's IBIT Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its iShares Bitcoin Trust (IBIT) stake by 13% in Q2 2026, selling an estimated $51.4K and leaving 8,348 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #331.

Van Hulzen Asset Management first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $474K in Q2 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Van Hulzen Asset Management held 8,348 shares of iShares Bitcoin Trust worth $278K as of Q2 2026.
  • Van Hulzen Asset Management sold 1,264 iShares Bitcoin Trust shares in Q2 2026, an estimated $51.4K.
  • iShares Bitcoin Trust made up 0.02% of Van Hulzen Asset Management's portfolio in Q2 2026, its #331 holding.
  • Van Hulzen Asset Management first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Van Hulzen Asset Management's iShares Bitcoin Trust position peaked at $474K in Q2 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.