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

WCG 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 		$1.69M Sell
50,656
-7,573
-13% -$308K 0.04% 326
2026
Q1 		$2.24M Buy
58,229
+31,883
+121% +$1.38M 0.06% 252
2025
Q4 		$1.31M Buy
26,346
+13,675
+108% +$777K 0.04% 322
2025
Q3 		$824K Buy
12,671
+975
+8% +$63.4K 0.05% 256
2025
Q2 		$716K Buy
11,696
+1,459
+14% +$81.8K 0.05% 262
2025
Q1 		$479K Buy
+10,237
New +$542K 0.04% 243

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

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

WCG Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 13% in Q2 2026, selling an estimated $308K and leaving 50,656 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #326.

WCG Wealth Advisors first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.24M in Q1 2026. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • WCG Wealth Advisors held 50,656 shares of iShares Bitcoin Trust worth $1.69M as of Q2 2026.
  • WCG Wealth Advisors sold 7,573 iShares Bitcoin Trust shares in Q2 2026, an estimated $308K.
  • iShares Bitcoin Trust made up 0.04% of WCG Wealth Advisors's portfolio in Q2 2026, its #326 holding.
  • WCG Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • WCG Wealth Advisors's iShares Bitcoin Trust position peaked at $2.24M in Q1 2026.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.