OWP
IBIT icon

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

ORG 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
2026
Q2 		$683K Buy
20,503
+7,690
+60% +$313K 0.1% 116
2026
Q1 		$492K Buy
12,813
+6,817
+114% +$295K 0.1% 131
2025
Q4 		$298K Buy
5,996
+607
+11% +$34.5K 0.07% 166
2025
Q3 		$350K Buy
5,389
+1,155
+27% +$75.1K 0.07% 156
2025
Q2 		$254K Buy
4,234
+287
+7% +$16.1K 0.06% 162
2025
Q1 		$189K Buy
+3,947
New +$209K 0.06% 190

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

ORG Wealth Partners's IBIT Position: Q2 2026 in Review

ORG Wealth Partners increased its iShares Bitcoin Trust (IBIT) stake by 60% in Q2 2026, buying an estimated $313K and bringing the position to 20,503 shares worth $683K. The position accounts for 0.1% of the portfolio, ranked #116.

ORG Wealth Partners first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • ORG Wealth Partners held 20,503 shares of iShares Bitcoin Trust worth $683K as of Q2 2026.
  • ORG Wealth Partners bought 7,690 iShares Bitcoin Trust shares in Q2 2026, an estimated $313K.
  • iShares Bitcoin Trust made up 0.1% of ORG Wealth Partners's portfolio in Q2 2026, its #116 holding.
  • ORG Wealth Partners first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.