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

Wealth Management Associates’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 		$576K Hold
17,296
– – 0.16% 113
2026
Q1 		$665K Sell
17,296
-13,281
-43% -$575K 0.23% 88
2025
Q4 		$1.52M Sell
30,577
-5,890
-16% -$335K 0.53% 43
2025
Q3 		$2.37M Buy
36,467
+4,260
+13% +$277K 0.84% 31
2025
Q2 		$1.97M Hold
32,207
– – 0.77% 32
2025
Q1 		$1.51M Buy
32,207
+5,945
+23% +$315K 0.65% 37
2024
Q4 		$1.39M Buy
26,262
+8,957
+52% +$423K 0.6% 39
2024
Q3 		$625K Buy
+17,305
New +$601K 0.27% 75

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 Management Associates's IBIT Position: Q2 2026 in Review

Wealth Management Associates held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 17,296 shares worth $576K. The position accounts for 0.16% of the portfolio, ranked #113.

Wealth Management Associates first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.37M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Wealth Management Associates held 17,296 shares of iShares Bitcoin Trust worth $576K as of Q2 2026.
  • Wealth Management Associates left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.16% of Wealth Management Associates's portfolio in Q2 2026, its #113 holding.
  • Wealth Management Associates first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
  • Wealth Management Associates's iShares Bitcoin Trust position peaked at $2.37M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.