NewEdge Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

NewEdge 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	$5.88M	Sell	176,526 -34,426	-16%	-$1.4M	0.06%	216
2026 Q1	$8.1M	Sell	210,952 -332,470	-61%	-$14.4M	0.1%	150
2025 Q4	$27M	Buy	543,422 +275,969	+103%	+$15.7M	0.3%	75
2025 Q3	$15.8M	Buy	267,453 +50,359	+23%	+$3.28M	0.23%	92
2025 Q2	$14.5M	Buy	217,094 +57,801	+36%	+$3.24M	0.23%	94
2025 Q1	$7.46M	Buy	159,293 +32,856	+26%	+$1.74M	0.14%	132
2024 Q4	$6.71M	Buy	126,437 +78,038	+161%	+$3.68M	0.12%	151
2024 Q3	$1.75M	Buy	48,399 +24,648	+104%	+$856K	0.03%	370
2024 Q2	$811K	Buy	23,751 +13,060	+122%	+$488K	0.02%	449
2024 Q1	$361K	Buy	+10,691	New	+$333K	0.01%	627

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 Wealth's IBIT Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 16% in Q2 2026, selling an estimated $1.4M and leaving 176,526 shares worth $5.88M. The position accounts for 0.06% of the portfolio, ranked #216.

NewEdge Wealth first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $27M in Q4 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

NewEdge Wealth held 176,526 shares of iShares Bitcoin Trust worth $5.88M as of Q2 2026.
NewEdge Wealth sold 34,426 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.4M.
iShares Bitcoin Trust made up 0.06% of NewEdge Wealth's portfolio in Q2 2026, its #216 holding.
NewEdge Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
NewEdge Wealth's iShares Bitcoin Trust position peaked at $27M in Q4 2025.
1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.