1 North Wealth Services’s iShares Bitcoin Trust IBIT Stock Holding History

1 North Wealth Services’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	$5.33K	Hold	160	–	–	﹤0.01%	225
2026 Q1	$6.15K	Hold	160	–	–	﹤0.01%	184
2025 Q4	$7.94K	Hold	160	–	–	﹤0.01%	174
2025 Q3	$10.4K	Hold	160	–	–	﹤0.01%	148
2025 Q2	$9.79K	Hold	160	–	–	﹤0.01%	148
2025 Q1	$7.49K	Buy	+160	New	+$8.47K	﹤0.01%	163

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

1 North Wealth Services's IBIT Position: Q2 2026 in Review

1 North Wealth Services held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 160 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

1 North Wealth Services first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.4K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

1 North Wealth Services held 160 shares of iShares Bitcoin Trust worth $5.33K as of Q2 2026.
1 North Wealth Services left its iShares Bitcoin Trust share count unchanged in Q2 2026.
iShares Bitcoin Trust made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #225 holding.
1 North Wealth Services first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
1 North Wealth Services's iShares Bitcoin Trust position peaked at $10.4K in Q3 2025.
1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.