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Coastal Bridge Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Coastal Bridge 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 		$1.07M Buy
32,270
+7,301
+29% +$297K 0.07% 220
2026
Q1 		$959K Buy
24,969
+4,486
+22% +$194K 0.07% 222
2025
Q4 		$1.02M Sell
20,483
-14,647
-42% -$832K 0.08% 209
2025
Q3 		$2.28M Buy
35,130
+12,171
+53% +$792K 0.17% 134
2025
Q2 		$1.41M Buy
22,959
+735
+3% +$41.2K 0.12% 178
2025
Q1 		$1.04M Buy
22,224
+1,950
+10% +$103K 0.09% 194
2024
Q4 		$1.08M Buy
+20,274
New +$957K 0.27% 62

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

Coastal Bridge Advisors's IBIT Position: Q2 2026 in Review

Coastal Bridge Advisors increased its iShares Bitcoin Trust (IBIT) stake by 29% in Q2 2026, buying an estimated $297K and bringing the position to 32,270 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #220.

Coastal Bridge Advisors first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.28M in Q3 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Coastal Bridge Advisors held 32,270 shares of iShares Bitcoin Trust worth $1.07M as of Q2 2026.
  • Coastal Bridge Advisors bought 7,301 iShares Bitcoin Trust shares in Q2 2026, an estimated $297K.
  • iShares Bitcoin Trust made up 0.07% of Coastal Bridge Advisors's portfolio in Q2 2026, its #220 holding.
  • Coastal Bridge Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Coastal Bridge Advisors's iShares Bitcoin Trust position peaked at $2.28M in Q3 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.