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Rialto Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Rialto 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 		$155K Buy
4,657
+4,622
+13,206% +$188K 0.03% 192
2026
Q1 		$1.34K Buy
35
+24
+218% +$1.04K ﹤0.01% 1011
2025
Q4 		$547 Hold
11
– – ﹤0.01% 1219
2025
Q3 		$715 Hold
11
– – ﹤0.01% 1063
2025
Q2 		$674 Hold
11
– – ﹤0.01% 1006
2025
Q1 		$515 Sell
11
-53
-83% -$2.81K ﹤0.01% 815
2024
Q4 		$3.4K Buy
+64
New +$3.02K ﹤0.01% 467

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

Rialto Wealth Management's IBIT Position: Q2 2026 in Review

Rialto Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 13,206% in Q2 2026, buying an estimated $188K and bringing the position to 4,657 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #192.

Rialto Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Rialto Wealth Management held 4,657 shares of iShares Bitcoin Trust worth $155K as of Q2 2026.
  • Rialto Wealth Management bought 4,622 iShares Bitcoin Trust shares in Q2 2026, an estimated $188K.
  • iShares Bitcoin Trust made up 0.03% of Rialto Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Rialto Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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