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NorthRock Partners’s iShares Bitcoin Trust IBIT Stock Holding History

NorthRock Partners’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 		$1.08M Sell
32,542
-1,416
-4% -$57.6K 0.02% 292
2026
Q1 		$1.3M Buy
33,958
+6,203
+22% +$269K 0.02% 256
2025
Q4 		$1.38M Buy
27,755
+13,936
+101% +$792K 0.02% 238
2025
Q3 		$898K Buy
13,819
+2,554
+23% +$166K 0.02% 370
2025
Q2 		$690K Buy
11,265
+3,953
+54% +$222K 0.02% 323
2025
Q1 		$342K Buy
7,312
+2,136
+41% +$113K 0.01% 442
2024
Q4 		$275K Buy
+5,176
New +$244K 0.01% 498

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

NorthRock Partners's IBIT Position: Q2 2026 in Review

NorthRock Partners reduced its iShares Bitcoin Trust (IBIT) stake by 4.2% in Q2 2026, selling an estimated $57.6K and leaving 32,542 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #292.

NorthRock Partners first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q4 2025. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • NorthRock Partners held 32,542 shares of iShares Bitcoin Trust worth $1.08M as of Q2 2026.
  • NorthRock Partners sold 1,416 iShares Bitcoin Trust shares in Q2 2026, an estimated $57.6K.
  • iShares Bitcoin Trust made up 0.02% of NorthRock Partners's portfolio in Q2 2026, its #292 holding.
  • NorthRock Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • NorthRock Partners's iShares Bitcoin Trust position peaked at $1.38M in Q4 2025.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.