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Lord & Richards Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Lord & Richards 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
2025
Q2 		– Sell
-42
Closed -$1.97K – 95
2025
Q1 		$1.97K Buy
+42
New +$2.22K ﹤0.01% 151

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lord & Richards Wealth Management's IBIT Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2025, closing a stake of 42 shares — an estimated $1.97K sold.

Lord & Richards Wealth Management first reported a position in IBIT in Q1 2025 and held it in 1 quarter. The position peaked at $1.97K in Q1 2025. 1,433 funds tracked by Wall St. Rank hold IBIT as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining iShares Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 42 iShares Bitcoin Trust shares in Q2 2025, an estimated $1.97K.
  • Lord & Richards Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's iShares Bitcoin Trust position peaked at $1.97K in Q1 2025.
  • 1,433 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.