NewEdge Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

NewEdge Advisors’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	$14.9M	Sell	447,830 -29,979	-6%	-$1.22M	0.04%	380
2026 Q1	$18.4M	Buy	477,809 +30,805	+7%	+$1.33M	0.07%	281
2025 Q4	$21.2M	Sell	447,004 -296,990	-40%	-$16.9M	0.08%	233
2025 Q3	$31.6M	Buy	743,994 +227,290	+44%	+$14.8M	0.14%	142
2025 Q2	$21M	Buy	516,704 +200,872	+64%	+$11.3M	0.11%	194
2025 Q1	$10.2M	Buy	315,832 +175,681	+125%	+$9.3M	0.06%	317
2024 Q4	$7.06M	Buy	140,151 +93,145	+198%	+$4.4M	0.04%	396
2024 Q3	$1.7M	Buy	47,006 +9,779	+26%	+$340K	0.01%	862
2024 Q2	$1.27M	Buy	37,227 +10,762	+41%	+$402K	0.01%	951
2024 Q1	$1.07M	Buy	+26,465	New	+$825K	0.01%	970

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

NewEdge Advisors's IBIT Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 6.3% in Q2 2026, selling an estimated $1.22M and leaving 447,830 shares worth $14.9M. The position accounts for 0.04% of the portfolio, ranked #380.

NewEdge Advisors first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $31.6M in Q3 2025. 1,473 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

NewEdge Advisors held 447,830 shares of iShares Bitcoin Trust worth $14.9M as of Q2 2026.
NewEdge Advisors sold 29,979 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.22M.
iShares Bitcoin Trust made up 0.04% of NewEdge Advisors's portfolio in Q2 2026, its #380 holding.
NewEdge Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
NewEdge Advisors's iShares Bitcoin Trust position peaked at $31.6M in Q3 2025.
1,473 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.