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

Kolinsky 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
2024
Q4 		$440K Buy
+8,289
New +$391K 0.27% 81
2024
Q3 		– Sell
-9,956
Closed -$340K – 179
2024
Q2 		$340K Buy
9,956
+75
+0.8% +$2.8K 0.24% 93
2024
Q1 		$400K Buy
+9,881
New +$308K 0.31% 74

Other funds holding IBIT

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $1.48B AUM 20.29% 1-Year Est. Return
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

Kolinsky Wealth Management's IBIT Position: Q4 2024 in Review

Kolinsky Wealth Management opened a new position in iShares Bitcoin Trust (IBIT) in Q4 2024: 8,289 shares worth $440K. The stake represents 0.27% of the portfolio and ranks #81 among its holdings. This is a return to the name: Kolinsky Wealth Management previously reported a position in IBIT as recently as Q2 2024.

Kolinsky Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 3 quarters since. 1,112 funds tracked by Wall St. Rank hold IBIT as of Q4 2024.

  • Kolinsky Wealth Management held 8,289 shares of iShares Bitcoin Trust worth $440K as of Q4 2024.
  • iShares Bitcoin Trust was a new Kolinsky Wealth Management position in Q4 2024.
  • iShares Bitcoin Trust made up 0.27% of Kolinsky Wealth Management's portfolio in Q4 2024, its #81 holding.
  • Kolinsky Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 3 quarters since.
  • 1,112 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.