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

Keebeck 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	$2.3M	Sell	69,187 -1,524	-2%	-$62K	0.23%	106
2026 Q1	$2.72M	Sell	70,711 -3,454	-5%	-$150K	0.31%	87
2025 Q4	$3.68M	Buy	74,165 +6,533	+10%	+$371K	0.42%	68
2025 Q3	$4.4M	Buy	67,632 +291	+0.4%	+$18.9K	0.52%	56
2025 Q2	$4.12M	Buy	67,341 +774	+1%	+$43.4K	0.54%	51
2025 Q1	$3.12M	Sell	66,567 -3,775	-5%	-$200K	0.46%	59
2024 Q4	$3.73M	Sell	70,342 -251	-0.4%	-$11.9K	0.54%	55
2024 Q3	$2.55M	Sell	70,593 -3,360	-5%	-$117K	0.37%	74
2024 Q2	$2.52M	Buy	73,953 +3,399	+5%	+$127K	0.37%	80
2024 Q1	$2.86M	Buy	+70,554	New	+$2.2M	0.42%	67

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Keebeck Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 2.2% in Q2 2026, selling an estimated $62K and leaving 69,187 shares worth $2.3M. The position accounts for 0.23% of the portfolio, ranked #106.

Keebeck Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.4M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Keebeck Wealth Management held 69,187 shares of iShares Bitcoin Trust worth $2.3M as of Q2 2026.
Keebeck Wealth Management sold 1,524 iShares Bitcoin Trust shares in Q2 2026, an estimated $62K.
iShares Bitcoin Trust made up 0.23% of Keebeck Wealth Management's portfolio in Q2 2026, its #106 holding.
Keebeck Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Keebeck Wealth Management's iShares Bitcoin Trust position peaked at $4.4M in Q3 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.