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Klingenstein Fields & Co’s iShares Bitcoin Trust IBIT Stock Holding History

Klingenstein Fields & Co’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 		$243K Buy
7,291
+1,201
+20% +$48.9K 0.01% 179
2026
Q1 		$234K Buy
6,090
+556
+10% +$24.1K 0.01% 170
2025
Q4 		$275K Buy
5,534
+1,623
+41% +$92.2K 0.01% 161
2025
Q3 		$254K Buy
+3,911
New +$254K 0.01% 174

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

Klingenstein Fields & Co's IBIT Position: Q2 2026 in Review

Klingenstein Fields & Co increased its iShares Bitcoin Trust (IBIT) stake by 20% in Q2 2026, buying an estimated $48.9K and bringing the position to 7,291 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #179.

Klingenstein Fields & Co first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $275K in Q4 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Klingenstein Fields & Co held 7,291 shares of iShares Bitcoin Trust worth $243K as of Q2 2026.
  • Klingenstein Fields & Co bought 1,201 iShares Bitcoin Trust shares in Q2 2026, an estimated $48.9K.
  • iShares Bitcoin Trust made up 0.01% of Klingenstein Fields & Co's portfolio in Q2 2026, its #179 holding.
  • Klingenstein Fields & Co first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Klingenstein Fields & Co's iShares Bitcoin Trust position peaked at $275K in Q4 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Klingenstein Fields & Co's 13F filing for Q2 2026, filed 5 Aug 2026.