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Richmond Investment Services’s iShares Bitcoin Trust IBIT Stock Holding History

Richmond Investment Services’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 		$292K Sell
8,769
-6,685
-43% -$272K 0.09% 107
2026
Q1 		$594K Buy
15,454
+2,072
+15% +$89.7K 0.1% 134
2025
Q4 		$664K Buy
13,382
+1,302
+11% +$74K 0.11% 112
2025
Q3 		$785K Buy
+12,080
New +$786K 0.15% 102

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

Richmond Investment Services's IBIT Position: Q2 2026 in Review

Richmond Investment Services reduced its iShares Bitcoin Trust (IBIT) stake by 43% in Q2 2026, selling an estimated $272K and leaving 8,769 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #107.

Richmond Investment Services first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $785K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Richmond Investment Services held 8,769 shares of iShares Bitcoin Trust worth $292K as of Q2 2026.
  • Richmond Investment Services sold 6,685 iShares Bitcoin Trust shares in Q2 2026, an estimated $272K.
  • iShares Bitcoin Trust made up 0.09% of Richmond Investment Services's portfolio in Q2 2026, its #107 holding.
  • Richmond Investment Services first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Richmond Investment Services's iShares Bitcoin Trust position peaked at $785K in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.