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VestGen Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

VestGen 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 		$3.62M Sell
108,852
-40,131
-27% -$1.63M 0.11% 193
2026
Q1 		$6.82M Buy
148,983
+37,063
+33% +$1.6M 0.18% 111
2025
Q4 		$5.56M Sell
111,920
-8,106
-7% -$460K 0.24% 98
2025
Q3 		$7.8M Buy
120,026
+40,153
+50% +$2.61M 0.26% 85
2025
Q2 		$4.93M Buy
79,873
+13,731
+21% +$769K 0.2% 114
2025
Q1 		$3.1M Buy
+66,142
New +$3.5M 0.14% 148

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

VestGen Advisors's IBIT Position: Q2 2026 in Review

VestGen Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 27% in Q2 2026, selling an estimated $1.63M and leaving 108,852 shares worth $3.62M. The position accounts for 0.11% of the portfolio, ranked #193.

VestGen Advisors first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.8M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • VestGen Advisors held 108,852 shares of iShares Bitcoin Trust worth $3.62M as of Q2 2026.
  • VestGen Advisors sold 40,131 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.63M.
  • iShares Bitcoin Trust made up 0.11% of VestGen Advisors's portfolio in Q2 2026, its #193 holding.
  • VestGen Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's iShares Bitcoin Trust position peaked at $7.8M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.