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

Quadrant Private Wealth 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 		$1.06M Buy
31,814
+3,235
+11% +$132K 0.24% 67
2026
Q1 		$1.1M Buy
28,579
+11,584
+68% +$502K 0.17% 115
2025
Q4 		$844K Buy
+16,995
New +$965K 0.14% 128
2024
Q3 		– Sell
-13,822
Closed -$472K – 263
2024
Q2 		$472K Sell
13,822
-986
-7% -$36.8K 0.11% 152
2024
Q1 		$599K Buy
+14,808
New +$462K 0.15% 120

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

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

Quadrant Private Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 11% in Q2 2026, buying an estimated $132K and bringing the position to 31,814 shares worth $1.06M. The position accounts for 0.24% of the portfolio, ranked #67.

Quadrant Private Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.1M in Q1 2026. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Quadrant Private Wealth Management held 31,814 shares of iShares Bitcoin Trust worth $1.06M as of Q2 2026.
  • Quadrant Private Wealth Management bought 3,235 iShares Bitcoin Trust shares in Q2 2026, an estimated $132K.
  • iShares Bitcoin Trust made up 0.24% of Quadrant Private Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Quadrant Private Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 5 quarters since.
  • Quadrant Private Wealth Management's iShares Bitcoin Trust position peaked at $1.1M in Q1 2026.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.