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Castle Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Castle Wealth Management’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 		– Sell
-5,949
Closed -$229K – 145
2026
Q1 		$229K Buy
5,949
+1,134
+24% +$49.1K 0.07% 122
2025
Q4 		$239K Buy
4,815
+1,686
+54% +$95.8K 0.08% 118
2025
Q3 		$203K Buy
+3,129
New +$204K 0.07% 126

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

Castle Wealth Management's IBIT Position: Q2 2026 in Review

Castle Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 5,949 shares — an estimated $229K sold.

Castle Wealth Management first reported a position in IBIT in Q3 2025 and held it in 3 quarters. The position peaked at $239K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Castle Wealth Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Castle Wealth Management sold 5,949 iShares Bitcoin Trust shares in Q2 2026, an estimated $229K.
  • Castle Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 3 quarters.
  • Castle Wealth Management's iShares Bitcoin Trust position peaked at $239K in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.