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Orin Green Financial’s iShares Bitcoin Trust IBIT Stock Holding History

Orin Green Financial’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 		$604K Hold
18,139
– – 0.22% 53
2026
Q1 		$697K Buy
18,139
+3,372
+23% +$146K 0.29% 48
2025
Q4 		$733K Buy
14,767
+1,078
+8% +$61.2K 0.29% 47
2025
Q3 		$890K Buy
13,689
+1,692
+14% +$110K 0.36% 44
2025
Q2 		$734K Hold
11,997
– – 0.31% 45
2025
Q1 		$596K Buy
+11,997
New +$635K 0.28% 45
2024
Q4 		– Sell
-8,263
Closed -$390K – 48
2024
Q3 		$299K Buy
8,263
+1,468
+22% +$51K 0.13% 60
2024
Q2 		$232K Buy
+6,795
New +$254K 0.11% 67

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

Orin Green Financial's IBIT Position: Q2 2026 in Review

Orin Green Financial held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 18,139 shares worth $604K. The position accounts for 0.22% of the portfolio, ranked #53.

Orin Green Financial first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $890K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Orin Green Financial held 18,139 shares of iShares Bitcoin Trust worth $604K as of Q2 2026.
  • Orin Green Financial left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.22% of Orin Green Financial's portfolio in Q2 2026, its #53 holding.
  • Orin Green Financial first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Orin Green Financial's iShares Bitcoin Trust position peaked at $890K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.