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BOK Financial Private Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

BOK Financial 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 		$5.73K Buy
+172
New +$7K ﹤0.01% 471
2024
Q4 		– Sell
-137
Closed -$4.95K – 665
2024
Q3 		$4.95K Buy
+137
New +$4.76K ﹤0.01% 440

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

BOK Financial Private Wealth's IBIT Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 172 shares worth $5.73K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in IBIT as recently as Q3 2024.

BOK Financial Private Wealth first reported a position in IBIT in Q3 2024 and has held it in 2 quarters since. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • BOK Financial Private Wealth held 172 shares of iShares Bitcoin Trust worth $5.73K as of Q2 2026.
  • iShares Bitcoin Trust was a new BOK Financial Private Wealth position in Q2 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #471 holding.
  • BOK Financial Private Wealth first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 2 quarters since.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.