CWM
IBIT icon

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

Copia 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 		$1.1M Buy
33,008
+1,949
+6% +$79.3K 0.66% 41
2026
Q1 		$1.19M Buy
31,059
+165
+0.5% +$7.14K 0.82% 34
2025
Q4 		$1.53M Sell
30,894
-1,227
-4% -$69.7K 1.1% 24
2025
Q3 		$2.09M Buy
32,121
+3,908
+14% +$254K 1.55% 18
2025
Q2 		$1.73M Buy
28,213
+2,749
+11% +$154K 1.46% 18
2025
Q1 		$1.19M Buy
25,464
+1,636
+7% +$86.6K 1.1% 23
2024
Q4 		$1.26M Buy
+23,828
New +$1.13M 1.2% 22

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

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

Copia Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 6.3% in Q2 2026, buying an estimated $79.3K and bringing the position to 33,008 shares worth $1.1M. The position accounts for 0.66% of the portfolio, ranked #41.

Copia Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.09M in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Copia Wealth Management held 33,008 shares of iShares Bitcoin Trust worth $1.1M as of Q2 2026.
  • Copia Wealth Management bought 1,949 iShares Bitcoin Trust shares in Q2 2026, an estimated $79.3K.
  • iShares Bitcoin Trust made up 0.66% of Copia Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Copia Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's iShares Bitcoin Trust position peaked at $2.09M in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.