NW
IBIT icon

Naviter Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Naviter Wealth’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 		$233K Hold
6,985
– – 0.02% 287
2026
Q1 		$268K Sell
6,985
-510
-7% -$22.1K 0.03% 244
2025
Q4 		$372K Sell
7,495
-170
-2% -$9.66K 0.05% 216
2025
Q3 		$498K Sell
7,665
-859
-10% -$55.9K 0.06% 201
2025
Q2 		$522K Buy
8,524
+2,168
+34% +$121K 0.06% 189
2025
Q1 		$302K Sell
6,356
-44
-0.7% -$2.33K 0.04% 232
2024
Q4 		$340K Hold
6,400
– – 0.04% 226
2024
Q3 		$231K Buy
6,400
+44
+0.7% +$1.53K 0.03% 219
2024
Q2 		$217K Hold
6,356
– – 0.03% 216
2024
Q1 		$257K Buy
+6,356
New +$198K 0.04% 202

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Naviter Wealth's IBIT Position: Q2 2026 in Review

Naviter Wealth held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 6,985 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #287.

Naviter Wealth first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $522K in Q2 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Naviter Wealth held 6,985 shares of iShares Bitcoin Trust worth $233K as of Q2 2026.
  • Naviter Wealth left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.02% of Naviter Wealth's portfolio in Q2 2026, its #287 holding.
  • Naviter Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Naviter Wealth's iShares Bitcoin Trust position peaked at $522K in Q2 2025.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.