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Narwhal Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Narwhal Capital 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
2026
Q2 		$317K Buy
+9,521
New +$387K 0.02% 144
2025
Q4 		– Sell
-5,171
Closed -$336K – 166
2025
Q3 		$336K Buy
5,171
+360
+7% +$23.4K 0.02% 140
2025
Q2 		$294K Buy
+4,811
New +$270K 0.02% 146

Other funds holding IBIT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return
PAMS
Pinpoint Asset Management (Singapore) Singapore $493M AUM 52.83% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Narwhal Capital Management's IBIT Position: Q2 2026 in Review

Narwhal Capital Management opened a new position in iShares Bitcoin Trust (IBIT) in Q2 2026: 9,521 shares worth $317K. The stake represents 0.02% of the portfolio and ranks #144 among its holdings. This is a return to the name: Narwhal Capital Management previously reported a position in IBIT as recently as Q3 2025.

Narwhal Capital Management first reported a position in IBIT in Q2 2025 and has held it in 3 quarters since. The position peaked at $336K in Q3 2025. 933 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Narwhal Capital Management held 9,521 shares of iShares Bitcoin Trust worth $317K as of Q2 2026.
  • iShares Bitcoin Trust was a new Narwhal Capital Management position in Q2 2026.
  • iShares Bitcoin Trust made up 0.02% of Narwhal Capital Management's portfolio in Q2 2026, its #144 holding.
  • Narwhal Capital Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 3 quarters since.
  • Narwhal Capital Management's iShares Bitcoin Trust position peaked at $336K in Q3 2025.
  • 933 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.