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Zuckerman Investment Group’s iShares Bitcoin Trust IBIT Stock Holding History

Zuckerman Investment Group’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 		– Sell
-5,282
Closed -$203K – 144
2026
Q1 		$203K Buy
5,282
+630
+14% +$27.3K 0.02% 132
2025
Q4 		$231K Sell
4,652
-8,279
-64% -$470K 0.02% 125
2025
Q3 		$841K Buy
12,931
+3,374
+35% +$219K 0.08% 85
2025
Q2 		$585K Buy
9,557
+43
+0.5% +$2.41K 0.06% 103
2025
Q1 		$445K Hold
9,514
– – 0.05% 116
2024
Q4 		$548K Buy
9,514
+3,514
+59% +$166K 0.05% 103
2024
Q3 		$217K Buy
+6,000
New +$208K 0.02% 132

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

Zuckerman Investment Group's IBIT Position: Q2 2026 in Review

Zuckerman Investment Group sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,282 shares — an estimated $203K sold.

Zuckerman Investment Group first reported a position in IBIT in Q3 2024 and held it in 7 quarters. The position peaked at $841K in Q3 2025. 1,473 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Zuckerman Investment Group reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Zuckerman Investment Group sold 5,282 iShares Bitcoin Trust shares in Q2 2026, an estimated $203K.
  • Zuckerman Investment Group first reported a position in iShares Bitcoin Trust in Q3 2024 and held it in 7 quarters.
  • Zuckerman Investment Group's iShares Bitcoin Trust position peaked at $841K in Q3 2025.
  • 1,473 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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