Zhang Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Zhang Financial’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	$11M	Sell	330,775 -1,527	-0.5%	-$62.1K	0.32%	54
2026 Q1	$12.8M	Buy	332,302 +5,149	+2%	+$223K	0.44%	42
2025 Q4	$16.2M	Buy	327,153 +17,933	+6%	+$1.02M	0.61%	38
2025 Q3	$20.1M	Buy	309,220 +468	+0.2%	+$30.4K	0.82%	26
2025 Q2	$18.9M	Sell	308,752 -2,230	-0.7%	-$125K	0.87%	26
2025 Q1	$14.6M	Buy	310,982 +15,110	+5%	+$800K	0.77%	27
2024 Q4	$15.7M	Buy	295,872 +21,629	+8%	+$1.02M	0.9%	23
2024 Q3	$9.91M	Buy	274,243 +20,560	+8%	+$714K	0.63%	29
2024 Q2	$8.66M	Buy	253,683 +172,858	+214%	+$6.46M	0.61%	33
2024 Q1	$3.27M	Buy	+80,825	New	+$2.52M	0.24%	58

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Zhang Financial's IBIT Position: Q2 2026 in Review

Zhang Financial reduced its iShares Bitcoin Trust (IBIT) stake by 0.46% in Q2 2026, selling an estimated $62.1K and leaving 330,775 shares worth $11M. The position accounts for 0.32% of the portfolio, ranked #54.

Zhang Financial first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $20.1M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Zhang Financial held 330,775 shares of iShares Bitcoin Trust worth $11M as of Q2 2026.
Zhang Financial sold 1,527 iShares Bitcoin Trust shares in Q2 2026, an estimated $62.1K.
iShares Bitcoin Trust made up 0.32% of Zhang Financial's portfolio in Q2 2026, its #54 holding.
Zhang Financial first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Zhang Financial's iShares Bitcoin Trust position peaked at $20.1M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.