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

Congress 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
2025
Q2 		$1.21M Buy
19,763
+6,724
+52% +$377K 0.01% 662
2025
Q1 		$614K Buy
+13,039
New +$690K 0.01% 757

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $1.48B AUM 20.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's IBIT Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 52% in Q2 2025, buying an estimated $377K and bringing the position to 19,763 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #662.

Congress Wealth Management first reported a position in IBIT in Q1 2025 and has held it in 2 quarters since. 1,439 funds tracked by Wall St. Rank hold IBIT as of Q2 2025.

  • Congress Wealth Management held 19,763 shares of iShares Bitcoin Trust worth $1.21M as of Q2 2025.
  • Congress Wealth Management bought 6,724 iShares Bitcoin Trust shares in Q2 2025, an estimated $377K.
  • iShares Bitcoin Trust made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #662 holding.
  • Congress Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 2 quarters since.
  • 1,439 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.