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
Q2 		$22.5M Sell
676,453
-121,276
-15% -$4.93M 0.03% 382
2026
Q1 		$28.5M Buy
797,729
+148,816
+23% +$6.44M 0.04% 327
2025
Q4 		$32.1M Buy
648,913
+168,720
+35% +$9.58M 0.04% 311
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

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

Corient Private Wealth's IBIT Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 15% in Q2 2026, selling an estimated $4.93M and leaving 676,453 shares worth $22.5M. The position accounts for 0.03% of the portfolio, ranked #382.

Corient Private Wealth first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $32.1M in Q4 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Corient Private Wealth held 676,453 shares of iShares Bitcoin Trust worth $22.5M as of Q2 2026.
  • Corient Private Wealth sold 121,276 iShares Bitcoin Trust shares in Q2 2026, an estimated $4.93M.
  • iShares Bitcoin Trust made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #382 holding.
  • Corient Private Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Corient Private Wealth's iShares Bitcoin Trust position peaked at $32.1M in Q4 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.