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

Evercore 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 		$5.51M Buy
165,515
+14,684
+10% +$597K 0.08% 100
2026
Q1 		$5.79M Buy
150,831
+28,579
+23% +$1.24M 0.09% 97
2025
Q4 		$6.07M Buy
122,252
+92,411
+310% +$5.25M 0.09% 95
2025
Q3 		$1.94M Buy
29,841
+14,483
+94% +$942K 0.03% 161
2025
Q2 		$940K Sell
15,358
-2,688
-15% -$151K 0.01% 220
2025
Q1 		$845K Buy
18,046
+1,000
+6% +$52.9K 0.01% 234
2024
Q4 		$904K Buy
17,046
+3,546
+26% +$167K 0.01% 225
2024
Q3 		$488K Buy
13,500
+5,815
+76% +$202K 0.01% 282
2024
Q2 		$262K Buy
7,685
+477
+7% +$17.8K ﹤0.01% 354
2024
Q1 		$292K Buy
+7,208
New +$225K ﹤0.01% 345

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

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

Evercore Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 9.7% in Q2 2026, buying an estimated $597K and bringing the position to 165,515 shares worth $5.51M. The position accounts for 0.08% of the portfolio, ranked #100.

Evercore Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.07M in Q4 2025. 1,461 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Evercore Wealth Management held 165,515 shares of iShares Bitcoin Trust worth $5.51M as of Q2 2026.
  • Evercore Wealth Management bought 14,684 iShares Bitcoin Trust shares in Q2 2026, an estimated $597K.
  • iShares Bitcoin Trust made up 0.08% of Evercore Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Evercore Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Evercore Wealth Management's iShares Bitcoin Trust position peaked at $6.07M in Q4 2025.
  • 1,461 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.