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Wealth Alliance’s iShares Bitcoin Trust IBIT Stock Holding History

Wealth Alliance’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 		$724K Sell
21,758
-4,675
-18% -$190K 0.06% 237
2026
Q1 		$1.02M Buy
26,433
+11,612
+78% +$503K 0.1% 183
2025
Q4 		$736K Sell
14,821
-8,902
-38% -$506K 0.07% 233
2025
Q3 		$1.54M Buy
23,723
+2,961
+14% +$193K 0.16% 123
2025
Q2 		$1.27M Buy
20,762
+6,864
+49% +$385K 0.14% 141
2025
Q1 		$651K Buy
+13,898
New +$736K 0.08% 227

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

Wealth Alliance's IBIT Position: Q2 2026 in Review

Wealth Alliance reduced its iShares Bitcoin Trust (IBIT) stake by 18% in Q2 2026, selling an estimated $190K and leaving 21,758 shares worth $724K. The position accounts for 0.06% of the portfolio, ranked #237.

Wealth Alliance first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.54M in Q3 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Wealth Alliance held 21,758 shares of iShares Bitcoin Trust worth $724K as of Q2 2026.
  • Wealth Alliance sold 4,675 iShares Bitcoin Trust shares in Q2 2026, an estimated $190K.
  • iShares Bitcoin Trust made up 0.06% of Wealth Alliance's portfolio in Q2 2026, its #237 holding.
  • Wealth Alliance first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Wealth Alliance's iShares Bitcoin Trust position peaked at $1.54M in Q3 2025.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.