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B. Riley Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-600
Closed -$29.8K – 1002
2025
Q4 		$29.8K Sell
600
-59,400
-99% -$3.37M ﹤0.01% 994
2025
Q3 		$39K Buy
+60,000
New +$3.9M ﹤0.01% 1015

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

B. Riley Wealth Advisors's IBIT Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 0.28% in Q2 2026, buying an estimated $2.03K and bringing the position to 18,140 shares worth $620K. The position accounts for 0.03% of the portfolio, ranked #417.

B. Riley Wealth Advisors first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.48M in Q1 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • B. Riley Wealth Advisors held 18,140 shares of iShares Bitcoin Trust worth $620K as of Q2 2026.
  • B. Riley Wealth Advisors bought 50 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.03K.
  • iShares Bitcoin Trust made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #417 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • B. Riley Wealth Advisors's iShares Bitcoin Trust position peaked at $2.48M in Q1 2025.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.