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

Greenwich 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 		$284K Buy
8,531
+1,020
+14% +$41.5K 0.01% 245
2026
Q1 		$289K Sell
7,511
-1,725
-19% -$74.7K 0.01% 245
2025
Q4 		$459K Buy
9,236
+69
+0.8% +$3.92K 0.02% 201
2025
Q3 		$596K Sell
9,167
-91
-1% -$5.92K 0.03% 188
2025
Q2 		$567K Buy
9,258
+1,710
+23% +$95.8K 0.03% 167
2025
Q1 		$353K Buy
7,548
+3,586
+91% +$190K 0.03% 192
2024
Q4 		$210K Buy
+3,962
New +$187K 0.01% 236

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

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

Greenwich Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 14% in Q2 2026, buying an estimated $41.5K and bringing the position to 8,531 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #245.

Greenwich Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $596K in Q3 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Greenwich Wealth Management held 8,531 shares of iShares Bitcoin Trust worth $284K as of Q2 2026.
  • Greenwich Wealth Management bought 1,020 iShares Bitcoin Trust shares in Q2 2026, an estimated $41.5K.
  • iShares Bitcoin Trust made up 0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #245 holding.
  • Greenwich Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Greenwich Wealth Management's iShares Bitcoin Trust position peaked at $596K in Q3 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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