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Allied Private Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Allied Private Wealth’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 		$28.2K Buy
+800
New +$32.5K 0.02% 330

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

Allied Private Wealth's IBIT Position: Q2 2026 in Review

Allied Private Wealth opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 800 shares worth $28.2K. The stake represents 0.02% of the portfolio and ranks #330 among its holdings.

1,469 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Allied Private Wealth held 800 shares of iShares Bitcoin Trust worth $28.2K as of Q2 2026.
  • iShares Bitcoin Trust was a new Allied Private Wealth position in Q2 2026.
  • iShares Bitcoin Trust made up 0.02% of Allied Private Wealth's portfolio in Q2 2026, its #330 holding.
  • 1,469 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.