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Visionary Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Visionary Wealth 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 		$3.07M Sell
92,176
-10,422
-10% -$424K 0.12% 168
2026
Q1 		$3.94M Sell
102,598
-17,028
-14% -$737K 0.17% 137
2025
Q4 		$5.94M Buy
119,626
+7,043
+6% +$400K 0.27% 94
2025
Q3 		$7.32M Buy
112,583
+10,758
+11% +$700K 0.34% 81
2025
Q2 		$6.23M Buy
101,825
+13,642
+15% +$764K 0.32% 84
2025
Q1 		$4.13M Buy
88,183
+10,881
+14% +$576K 0.25% 107
2024
Q4 		$4.1M Buy
77,302
+34,693
+81% +$1.64M 0.24% 109
2024
Q3 		$1.54M Buy
42,609
+548
+1% +$19K 0.09% 202
2024
Q2 		$1.44M Buy
42,061
+28,616
+213% +$1.07M 0.09% 208
2024
Q1 		$544K Buy
+13,445
New +$419K 0.04% 310

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

Visionary Wealth Advisors's IBIT Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 10% in Q2 2026, selling an estimated $424K and leaving 92,176 shares worth $3.07M. The position accounts for 0.12% of the portfolio, ranked #168.

Visionary Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.32M in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Visionary Wealth Advisors held 92,176 shares of iShares Bitcoin Trust worth $3.07M as of Q2 2026.
  • Visionary Wealth Advisors sold 10,422 iShares Bitcoin Trust shares in Q2 2026, an estimated $424K.
  • iShares Bitcoin Trust made up 0.12% of Visionary Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • Visionary Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Visionary Wealth Advisors's iShares Bitcoin Trust position peaked at $7.32M in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.