CIA
IBIT icon

Choate Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Choate Investment 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
Q2 		$696K Buy
20,906
+254
+1% +$10.3K 0.01% 281
2026
Q1 		$793K Buy
20,652
+661
+3% +$28.6K 0.02% 257
2025
Q4 		$993K Buy
19,991
+817
+4% +$46.4K 0.02% 234
2025
Q3 		$1.25M Buy
19,174
+296
+2% +$19.3K 0.03% 190
2025
Q2 		$1.16M Buy
18,878
+102
+0.5% +$5.71K 0.03% 187
2025
Q1 		$879K Buy
+18,776
New +$994K 0.02% 203

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

Choate Investment Advisors's IBIT Position: Q2 2026 in Review

Choate Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 1.2% in Q2 2026, buying an estimated $10.3K and bringing the position to 20,906 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #281.

Choate Investment Advisors first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Choate Investment Advisors held 20,906 shares of iShares Bitcoin Trust worth $696K as of Q2 2026.
  • Choate Investment Advisors bought 254 iShares Bitcoin Trust shares in Q2 2026, an estimated $10.3K.
  • iShares Bitcoin Trust made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #281 holding.
  • Choate Investment Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Choate Investment Advisors's iShares Bitcoin Trust position peaked at $1.25M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.