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Colony Family Offices’s iShares Bitcoin Trust IBIT Stock Holding History

Colony Family Offices’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 		$351K Hold
10,545
– – 0.08% 45
2026
Q1 		$405K Hold
10,545
– – 0.1% 44
2025
Q4 		$524K Hold
10,545
– – 0.13% 42
2025
Q3 		$685K Hold
10,545
– – 0.18% 40
2025
Q2 		$645K Hold
10,545
– – 0.17% 38
2025
Q1 		$494K Hold
10,545
– – 0.15% 41
2024
Q4 		$559K Buy
+10,545
New +$498K 0.18% 42

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

Colony Family Offices's IBIT Position: Q2 2026 in Review

Colony Family Offices held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 10,545 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #45.

Colony Family Offices first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $685K in Q3 2025. 1,462 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Colony Family Offices held 10,545 shares of iShares Bitcoin Trust worth $351K as of Q2 2026.
  • Colony Family Offices left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.08% of Colony Family Offices's portfolio in Q2 2026, its #45 holding.
  • Colony Family Offices first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Colony Family Offices's iShares Bitcoin Trust position peaked at $685K in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.