DWM
IBIT icon

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

Dakota 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 		$2.06M Sell
61,886
-9,003
-13% -$366K 0.04% 304
2026
Q1 		$2.72M Sell
70,889
-7,601
-10% -$329K 0.06% 237
2025
Q4 		$3.9M Buy
78,490
+9,746
+14% +$554K 0.07% 203
2025
Q3 		$4.47M Buy
68,744
+3,825
+6% +$249K 0.09% 167
2025
Q2 		$3.97M Buy
64,919
+3,157
+5% +$177K 0.08% 184
2025
Q1 		$2.89M Buy
61,762
+15,320
+33% +$811K 0.07% 216
2024
Q4 		$2.46M Sell
46,442
-14,976
-24% -$707K 0.06% 235
2024
Q3 		$2.22M Buy
61,418
+3,592
+6% +$125K 0.05% 257
2024
Q2 		$1.97M Buy
57,826
+51,039
+752% +$1.91M 0.05% 259
2024
Q1 		$275K Buy
+6,787
New +$212K 0.01% 603

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

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

Dakota Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 13% in Q2 2026, selling an estimated $366K and leaving 61,886 shares worth $2.06M. The position accounts for 0.04% of the portfolio, ranked #304.

Dakota Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.47M in Q3 2025. 1,463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Dakota Wealth Management held 61,886 shares of iShares Bitcoin Trust worth $2.06M as of Q2 2026.
  • Dakota Wealth Management sold 9,003 iShares Bitcoin Trust shares in Q2 2026, an estimated $366K.
  • iShares Bitcoin Trust made up 0.04% of Dakota Wealth Management's portfolio in Q2 2026, its #304 holding.
  • Dakota Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Dakota Wealth Management's iShares Bitcoin Trust position peaked at $4.47M in Q3 2025.
  • 1,463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.