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VCI Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

VCI 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 		$8.25M Buy
247,831
+12,344
+5% +$502K 2.07% 14
2026
Q1 		$9.05M Buy
235,487
+83,454
+55% +$3.61M 2.51% 13
2025
Q4 		$7.55M Buy
152,033
+21,787
+17% +$1.24M 2.1% 13
2025
Q3 		$8.47M Buy
130,246
+6,532
+5% +$425K 2.57% 12
2025
Q2 		$7.57M Buy
123,714
+7,443
+6% +$417K 2.65% 10
2025
Q1 		$5.44M Buy
116,271
+3,855
+3% +$204K 2.28% 12
2024
Q4 		$5.96M Sell
112,416
-30,810
-22% -$1.45M 2.53% 11
2024
Q3 		$5.17M Buy
+143,226
New +$4.97M 2.3% 11

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

VCI Wealth Management's IBIT Position: Q2 2026 in Review

VCI Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 5.2% in Q2 2026, buying an estimated $502K and bringing the position to 247,831 shares worth $8.25M. The position accounts for 2.07% of the portfolio, ranked #14.

VCI Wealth Management first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.05M in Q1 2026. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • VCI Wealth Management held 247,831 shares of iShares Bitcoin Trust worth $8.25M as of Q2 2026.
  • VCI Wealth Management bought 12,344 iShares Bitcoin Trust shares in Q2 2026, an estimated $502K.
  • iShares Bitcoin Trust made up 2.07% of VCI Wealth Management's portfolio in Q2 2026, its #14 holding.
  • VCI Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • VCI Wealth Management's iShares Bitcoin Trust position peaked at $9.05M in Q1 2026.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.