Corient Private Wealth
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Corient Private Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Corient Private Wealth’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
Q1 		$28.5M Sell
797,729
-556,575
-41% -$24.1M 0.04% 327
2025
Q4 		$63.4M Buy
1,354,304
+874,111
+182% +$49.7M 0.04% 317
2025
Q3 		$31.2M Buy
480,193
+160,917
+50% +$10.5M 0.05% 312
2025
Q2 		$19.5M Buy
319,276
+18,681
+6% +$1.05M 0.03% 393
2025
Q1 		$14.1M Sell
300,595
-27,444
-8% -$1.45M 0.02% 447
2024
Q4 		$13.4M Buy
328,039
+81,253
+33% +$3.84M 0.02% 450
2024
Q3 		$8.92M Sell
246,786
-76,487
-24% -$2.66M 0.01% 593
2024
Q2 		$11M Buy
323,273
+60,267
+23% +$2.25M 0.02% 507
2024
Q1 		$10.6M Buy
+263,006
New +$8.2M 0.02% 511

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Corient Private Wealth's IBIT Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 41% in Q1 2026, selling an estimated $24.1M and leaving 797,729 shares worth $28.5M. The position accounts for 0.04% of the portfolio, ranked #327.

Corient Private Wealth first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $63.4M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Corient Private Wealth held 797,729 shares of iShares Bitcoin Trust worth $28.5M as of Q1 2026.
  • Corient Private Wealth sold 556,575 iShares Bitcoin Trust shares in Q1 2026, an estimated $24.1M.
  • iShares Bitcoin Trust made up 0.04% of Corient Private Wealth's portfolio in Q1 2026, its #327 holding.
  • Corient Private Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Corient Private Wealth's iShares Bitcoin Trust position peaked at $63.4M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.