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Institute for Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Institute for 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 		$2.32M Buy
+69,615
New +$2.83M 0.2% 97
2026
Q1 		– Sell
-6,614
Closed -$328K – 558
2025
Q4 		$328K Sell
6,614
-1,167
-15% -$66.3K 0.03% 413
2025
Q3 		$506K Buy
7,781
+1,299
+20% +$84.5K 0.05% 320
2025
Q2 		$397K Buy
6,482
+1,726
+36% +$96.7K 0.04% 364
2025
Q1 		$223K Buy
+4,756
New +$252K 0.03% 485

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

Institute for Wealth Management's IBIT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 69,615 shares worth $2.32M. The stake represents 0.2% of the portfolio and ranks #97 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IBIT as recently as Q4 2025.

Institute for Wealth Management first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. 1,463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Institute for Wealth Management held 69,615 shares of iShares Bitcoin Trust worth $2.32M as of Q2 2026.
  • iShares Bitcoin Trust was a new Institute for Wealth Management position in Q2 2026.
  • iShares Bitcoin Trust made up 0.2% of Institute for Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Institute for Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • 1,463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.