Bank of Montreal’s iShares Bitcoin Trust IBIT Stock Holding History

Bank of Montreal’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
2025 Q2	–	Sell	-35,500	Closed	-$1.66M	–	3625
2025 Q1	$1.66M	Buy	+35,500	New	+$1.88M	﹤0.01%	1583

Other funds holding IBIT

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $20.5B AUM 19.39% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Laurore Hong Kong $263M AUM

AWIRL

Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Bank of Montreal's IBIT Position: Q4 2025 in Review

Bank of Montreal sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 1,379,821 shares — an estimated $89.7M sold.

Bank of Montreal first reported a position in IBIT in Q1 2024 and held it in 5 quarters. The position peaked at $99.9M in Q4 2024. 1,655 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

Bank of Montreal reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
Bank of Montreal sold 1,379,821 iShares Bitcoin Trust shares in Q4 2025, an estimated $89.7M.
Bank of Montreal first reported a position in iShares Bitcoin Trust in Q1 2024 and held it in 5 quarters.
Bank of Montreal's iShares Bitcoin Trust position peaked at $99.9M in Q4 2024.
1,655 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.