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NWAM LLC’s iShares Bitcoin Trust IBIT Stock Holding History

NWAM LLC’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 		$594K Buy
17,856
+6,726
+60% +$274K 0.03% 411
2026
Q1 		$428K Sell
11,130
-3,345
-23% -$145K 0.02% 435
2025
Q4 		$719K Buy
14,475
+609
+4% +$34.6K 0.04% 335
2025
Q3 		$890K Buy
13,866
+724
+6% +$47.1K 0.05% 305
2025
Q2 		$828K Buy
+13,142
New +$736K 0.05% 302
2025
Q1 		– Sell
-10,904
Closed -$578K – 547
2024
Q4 		$578K Buy
10,904
+1,660
+18% +$78.4K 0.04% 350
2024
Q3 		$334K Buy
+9,244
New +$321K 0.02% 465

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

NWAM LLC's IBIT Position: Q2 2026 in Review

NWAM LLC increased its iShares Bitcoin Trust (IBIT) stake by 60% in Q2 2026, buying an estimated $274K and bringing the position to 17,856 shares worth $594K. The position accounts for 0.03% of the portfolio, ranked #411.

NWAM LLC first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $890K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • NWAM LLC held 17,856 shares of iShares Bitcoin Trust worth $594K as of Q2 2026.
  • NWAM LLC bought 6,726 iShares Bitcoin Trust shares in Q2 2026, an estimated $274K.
  • iShares Bitcoin Trust made up 0.03% of NWAM LLC's portfolio in Q2 2026, its #411 holding.
  • NWAM LLC first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • NWAM LLC's iShares Bitcoin Trust position peaked at $890K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.