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Patten & Patten’s iShares Bitcoin Trust IBIT Stock Holding History

Patten & Patten’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 		$530K Hold
15,907
– – 0.03% 244
2026
Q1 		$611K Sell
15,907
-10,759
-40% -$466K 0.04% 226
2025
Q4 		$1.32M Sell
26,666
-1,652
-6% -$93.8K 0.08% 164
2025
Q3 		$1.84M Buy
28,318
+7,819
+38% +$509K 0.11% 135
2025
Q2 		$1.25M Buy
20,499
+13,261
+183% +$743K 0.08% 160
2025
Q1 		$339K Buy
+7,238
New +$383K 0.02% 256

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

Patten & Patten's IBIT Position: Q2 2026 in Review

Patten & Patten held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 15,907 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #244.

Patten & Patten first reported a position in IBIT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.84M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Patten & Patten held 15,907 shares of iShares Bitcoin Trust worth $530K as of Q2 2026.
  • Patten & Patten left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.03% of Patten & Patten's portfolio in Q2 2026, its #244 holding.
  • Patten & Patten first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 6 quarters since.
  • Patten & Patten's iShares Bitcoin Trust position peaked at $1.84M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.