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Allworth Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Allworth 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 		$1.05M Sell
31,492
-22,750
-42% -$925K ﹤0.01% 728
2026
Q1 		$2.08M Buy
54,242
+5,000
+10% +$216K 0.01% 524
2025
Q4 		$2.44M Buy
49,242
+8,055
+20% +$458K 0.01% 483
2025
Q3 		$2.68M Buy
41,187
+12,332
+43% +$802K 0.01% 450
2025
Q2 		$1.77M Sell
28,855
-206
-0.7% -$11.5K 0.01% 511
2025
Q1 		$1.55M Buy
29,061
+3,602
+14% +$191K 0.01% 452
2024
Q4 		$1.51M Buy
25,459
+6,460
+34% +$305K 0.01% 454
2024
Q3 		$686K Buy
18,999
+3,188
+20% +$111K ﹤0.01% 512
2024
Q2 		$607K Buy
15,811
+7,224
+84% +$270K ﹤0.01% 531
2024
Q1 		$348K Buy
+8,587
New +$268K ﹤0.01% 638

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

Allworth Financial's IBIT Position: Q2 2026 in Review

Allworth Financial reduced its iShares Bitcoin Trust (IBIT) stake by 42% in Q2 2026, selling an estimated $925K and leaving 31,492 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Allworth Financial first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.68M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Allworth Financial held 31,492 shares of iShares Bitcoin Trust worth $1.05M as of Q2 2026.
  • Allworth Financial sold 22,750 iShares Bitcoin Trust shares in Q2 2026, an estimated $925K.
  • iShares Bitcoin Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #728 holding.
  • Allworth Financial first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Allworth Financial's iShares Bitcoin Trust position peaked at $2.68M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.