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

Private Wealth Management Group’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 		$134K Hold
4,012
– – 0.03% 142
2026
Q1 		$154K Buy
4,012
+895
+29% +$38.8K 0.04% 100
2025
Q4 		$155K Buy
3,117
+372
+14% +$21.1K 0.04% 95
2025
Q3 		$178K Buy
2,745
+104
+4% +$6.76K 0.05% 89
2025
Q2 		$162K Sell
2,641
-150
-5% -$8.4K 0.05% 93
2025
Q1 		$131K Buy
2,791
+300
+12% +$15.9K 0.05% 100
2024
Q4 		$132K Buy
2,491
+1,800
+260% +$85K 0.05% 100
2024
Q3 		$25K Hold
691
– – 0.01% 249
2024
Q2 		$23.6K Buy
+691
New +$25.8K 0.01% 250

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 Management Group's IBIT Position: Q2 2026 in Review

Private Wealth Management Group held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 4,012 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #142.

Private Wealth Management Group first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $178K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Private Wealth Management Group held 4,012 shares of iShares Bitcoin Trust worth $134K as of Q2 2026.
  • Private Wealth Management Group left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #142 holding.
  • Private Wealth Management Group first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Private Wealth Management Group's iShares Bitcoin Trust position peaked at $178K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.