Matthew Hamilton Rosenberg’s iShares Bitcoin Trust IBIT Stock Holding History

Matthew Hamilton Rosenberg’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	$5.73K	Sell	172 -2,435	-93%	-$99.1K	﹤0.01%	682
2026 Q1	$100K	Sell	2,607 -1,739	-40%	-$75.3K	0.02%	327
2025 Q4	$216K	Buy	4,346 +155	+4%	+$8.8K	0.04%	195
2025 Q3	$272K	Hold	4,191	–	–	0.06%	165
2025 Q2	$257K	Hold	4,191	–	–	0.06%	170
2025 Q1	$196K	Hold	4,191	–	–	0.05%	191
2024 Q4	$222K	Buy	4,191 +1,841	+78%	+$86.9K	0.06%	166
2024 Q3	$84.9K	Buy	2,350 +761	+48%	+$26.4K	0.02%	346
2024 Q2	$57.2K	Buy	+1,589	New	+$59.4K	0.02%	399

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

Matthew Hamilton Rosenberg's IBIT Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its iShares Bitcoin Trust (IBIT) stake by 93% in Q2 2026, selling an estimated $99.1K and leaving 172 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Matthew Hamilton Rosenberg first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $272K in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Matthew Hamilton Rosenberg held 172 shares of iShares Bitcoin Trust worth $5.73K as of Q2 2026.
Matthew Hamilton Rosenberg sold 2,435 iShares Bitcoin Trust shares in Q2 2026, an estimated $99.1K.
iShares Bitcoin Trust made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #682 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Matthew Hamilton Rosenberg's iShares Bitcoin Trust position peaked at $272K in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.