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Evolve Private Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Evolve 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 		– Sell
-13,418
Closed -$516K – 1106
2026
Q1 		$516K Buy
13,418
+8,284
+161% +$359K 0.03% 562
2025
Q4 		$255K Buy
+5,134
New +$292K 0.02% 790

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

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

Evolve Private Wealth sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 13,418 shares — an estimated $516K sold.

Evolve Private Wealth first reported a position in IBIT in Q4 2025 and held it in 2 quarters. The position peaked at $516K in Q1 2026. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Evolve Private Wealth reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 13,418 iShares Bitcoin Trust shares in Q2 2026, an estimated $516K.
  • Evolve Private Wealth first reported a position in iShares Bitcoin Trust in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's iShares Bitcoin Trust position peaked at $516K in Q1 2026.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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