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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 		$3.33K Hold
100
– – ﹤0.01% 1231
2026
Q1 		$3.84K Buy
+100
New +$4.33K ﹤0.01% 1122

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

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.