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Cary Street Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Cary Street Partners’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 		$1.9M Buy
57,019
+27,705
+95% +$1.13M 0.04% 377
2026
Q1 		$1.13M Sell
29,314
-6,011
-17% -$260K 0.03% 423
2025
Q4 		$1.75M Sell
35,325
-241
-0.7% -$13.7K 0.04% 343
2025
Q3 		$2.31M Buy
35,566
+2,200
+7% +$143K 0.06% 301
2025
Q2 		$2.04M Buy
33,366
+2,269
+7% +$127K 0.06% 303
2025
Q1 		$1.46M Buy
31,097
+882
+3% +$46.7K 0.05% 328
2024
Q4 		$1.6M Buy
+30,215
New +$1.43M 0.05% 308

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

Cary Street Partners's IBIT Position: Q2 2026 in Review

Cary Street Partners increased its iShares Bitcoin Trust (IBIT) stake by 95% in Q2 2026, buying an estimated $1.13M and bringing the position to 57,019 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #377.

Cary Street Partners first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.31M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Cary Street Partners held 57,019 shares of iShares Bitcoin Trust worth $1.9M as of Q2 2026.
  • Cary Street Partners bought 27,705 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.13M.
  • iShares Bitcoin Trust made up 0.04% of Cary Street Partners's portfolio in Q2 2026, its #377 holding.
  • Cary Street Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's iShares Bitcoin Trust position peaked at $2.31M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.