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Kathleen S. Wright Associates’s iShares Bitcoin Trust IBIT Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$6.5K Hold
100
– – ﹤0.01% 220
2025
Q2 		$6.12K Buy
+100
New +$5.6K ﹤0.01% 229
2025
Q1 		– Sell
-470
Closed -$26.5K – 257
2024
Q4 		$26.5K Buy
470
+70
+18% +$3.31K 0.01% 179
2024
Q3 		$13.5K Hold
400
– – 0.01% 237
2024
Q2 		$14.5K Buy
+400
New +$14.9K 0.01% 181

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Kathleen S. Wright Associates's IBIT Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares Bitcoin Trust (IBIT) position steady in Q3 2025 at 100 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Kathleen S. Wright Associates first reported a position in IBIT in Q2 2024 and has held it in 5 quarters since. The position peaked at $26.5K in Q4 2024. 1,623 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Kathleen S. Wright Associates held 100 shares of iShares Bitcoin Trust worth $6.5K as of Q3 2025.
  • Kathleen S. Wright Associates left its iShares Bitcoin Trust share count unchanged in Q3 2025.
  • iShares Bitcoin Trust made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #220 holding.
  • Kathleen S. Wright Associates first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 5 quarters since.
  • Kathleen S. Wright Associates's iShares Bitcoin Trust position peaked at $26.5K in Q4 2024.
  • 1,623 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.