Douglass Winthrop Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Douglass Winthrop Advisors’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	$671K	Buy	20,163 +1,950	+11%	+$79.3K	0.01%	204
2026 Q1	$700K	Hold	18,213	–	–	0.01%	183
2025 Q4	$904K	Sell	18,213 -6,529	-26%	-$371K	0.02%	167
2025 Q3	$1.61M	Buy	24,742 +3,347	+16%	+$218K	0.03%	125
2025 Q2	$1.31M	Buy	21,395 +2,828	+15%	+$158K	0.02%	133
2025 Q1	$869K	Buy	18,567 +5,267	+40%	+$279K	0.02%	148
2024 Q4	$706K	Buy	13,300 +7,732	+139%	+$365K	0.01%	170
2024 Q3	$201K	Buy	+5,568	New	+$193K	﹤0.01%	285

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Douglass Winthrop Advisors's IBIT Position: Q2 2026 in Review

Douglass Winthrop Advisors increased its iShares Bitcoin Trust (IBIT) stake by 11% in Q2 2026, buying an estimated $79.3K and bringing the position to 20,163 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #204.

Douglass Winthrop Advisors first reported a position in IBIT in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.61M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Douglass Winthrop Advisors held 20,163 shares of iShares Bitcoin Trust worth $671K as of Q2 2026.
Douglass Winthrop Advisors bought 1,950 iShares Bitcoin Trust shares in Q2 2026, an estimated $79.3K.
iShares Bitcoin Trust made up 0.01% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #204 holding.
Douglass Winthrop Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 8 quarters since.
Douglass Winthrop Advisors's iShares Bitcoin Trust position peaked at $1.61M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.