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World Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

World Investment 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 		$3.14M Sell
85,151
-3,193
-4% -$130K 0.05% 365
2026
Q1 		$3.39M Buy
88,344
+13,759
+18% +$596K 0.05% 352
2025
Q4 		$3.7M Buy
74,585
+36,367
+95% +$2.07M 0.06% 323
2025
Q3 		$2.48M Sell
38,218
-3,878
-9% -$252K 0.05% 360
2025
Q2 		$2.58M Buy
42,096
+9,885
+31% +$554K 0.06% 333
2025
Q1 		$1.51M Buy
32,211
+5,325
+20% +$282K 0.04% 405
2024
Q4 		$1.43M Buy
26,886
+14,998
+126% +$708K 0.04% 399
2024
Q3 		$430K Buy
11,888
+2,823
+31% +$98K 0.01% 623
2024
Q2 		$309K Buy
+9,065
New +$339K 0.02% 491

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

World Investment Advisors's IBIT Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 3.6% in Q2 2026, selling an estimated $130K and leaving 85,151 shares worth $3.14M. The position accounts for 0.05% of the portfolio, ranked #365.

World Investment Advisors first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.7M in Q4 2025. 1,463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • World Investment Advisors held 85,151 shares of iShares Bitcoin Trust worth $3.14M as of Q2 2026.
  • World Investment Advisors sold 3,193 iShares Bitcoin Trust shares in Q2 2026, an estimated $130K.
  • iShares Bitcoin Trust made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #365 holding.
  • World Investment Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • World Investment Advisors's iShares Bitcoin Trust position peaked at $3.7M in Q4 2025.
  • 1,463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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