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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 $134B AUM 35.51% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $10B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $412M AUM 30.59% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $11.5B AUM 19.14% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return