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Private Wealth Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Private Wealth Asset Management’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 		$890K Buy
26,732
+375
+1% +$15.3K 0.09% 138
2026
Q1 		$1.01M Buy
26,357
+1,885
+8% +$81.6K 0.11% 124
2025
Q4 		$1.22M Buy
24,472
+20,601
+532% +$1.17M 0.13% 111
2025
Q3 		$252K Buy
3,871
+2,721
+237% +$177K 0.03% 217
2025
Q2 		$70.4K Buy
+1,150
New +$64.4K 0.01% 348

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

Private Wealth Asset Management's IBIT Position: Q2 2026 in Review

Private Wealth Asset Management increased its iShares Bitcoin Trust (IBIT) stake by 1.4% in Q2 2026, buying an estimated $15.3K and bringing the position to 26,732 shares worth $890K. The position accounts for 0.09% of the portfolio, ranked #138.

Private Wealth Asset Management first reported a position in IBIT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q4 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Private Wealth Asset Management held 26,732 shares of iShares Bitcoin Trust worth $890K as of Q2 2026.
  • Private Wealth Asset Management bought 375 iShares Bitcoin Trust shares in Q2 2026, an estimated $15.3K.
  • iShares Bitcoin Trust made up 0.09% of Private Wealth Asset Management's portfolio in Q2 2026, its #138 holding.
  • Private Wealth Asset Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's iShares Bitcoin Trust position peaked at $1.22M in Q4 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.