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Obermeyer Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

Obermeyer Wealth 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
2025
Q4 		– Sell
-3,958
Closed -$257K – 299
2025
Q3 		$257K Sell
3,958
-1,252
-24% -$81.4K 0.01% 251
2025
Q2 		$319K Buy
5,210
+822
+19% +$46.1K 0.02% 212
2025
Q1 		$205K Hold
4,388
– – 0.01% 252
2024
Q4 		$233K Buy
+4,388
New +$207K 0.01% 230

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
L
Laurore Hong Kong $263M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Obermeyer Wealth Partners's IBIT Position: Q4 2025 in Review

Obermeyer Wealth Partners sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 3,958 shares — an estimated $257K sold.

Obermeyer Wealth Partners first reported a position in IBIT in Q4 2024 and held it in 4 quarters. The position peaked at $319K in Q2 2025. 1,652 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • Obermeyer Wealth Partners reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 3,958 iShares Bitcoin Trust shares in Q4 2025, an estimated $257K.
  • Obermeyer Wealth Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 4 quarters.
  • Obermeyer Wealth Partners's iShares Bitcoin Trust position peaked at $319K in Q2 2025.
  • 1,652 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.