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Curi RMB Capital’s iShares Bitcoin Trust IBIT Stock Holding History

Curi RMB Capital’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 		$1.66M Sell
49,930
-6,928
-12% -$282K 0.03% 375
2026
Q1 		$2.18M Buy
56,858
+3,827
+7% +$166K 0.04% 317
2025
Q4 		$2.63M Buy
53,031
+8,451
+19% +$480K 0.05% 297
2025
Q3 		$2.9M Buy
44,580
+13,602
+44% +$885K 0.05% 281
2025
Q2 		$1.9M Buy
+30,978
New +$1.74M 0.04% 335

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

Curi RMB Capital's IBIT Position: Q2 2026 in Review

Curi RMB Capital reduced its iShares Bitcoin Trust (IBIT) stake by 12% in Q2 2026, selling an estimated $282K and leaving 49,930 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #375.

Curi RMB Capital first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.9M in Q3 2025. 1,478 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Curi RMB Capital held 49,930 shares of iShares Bitcoin Trust worth $1.66M as of Q2 2026.
  • Curi RMB Capital sold 6,928 iShares Bitcoin Trust shares in Q2 2026, an estimated $282K.
  • iShares Bitcoin Trust made up 0.03% of Curi RMB Capital's portfolio in Q2 2026, its #375 holding.
  • Curi RMB Capital first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Curi RMB Capital's iShares Bitcoin Trust position peaked at $2.9M in Q3 2025.
  • 1,478 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.