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Robertson Stephens Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Robertson Stephens 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 		$275K Buy
8,256
+1,499
+22% +$61K 0.01% 545
2026
Q1 		$260K Sell
6,757
-1,867
-22% -$80.8K 0.01% 538
2025
Q4 		$428K Sell
8,624
-64
-0.7% -$3.64K 0.01% 461
2025
Q3 		$565K Buy
8,688
+3,169
+57% +$206K 0.02% 337
2025
Q2 		$338K Buy
+5,519
New +$309K 0.01% 434
2024
Q3 		– Sell
-59,671
Closed -$2.04M – 626
2024
Q2 		$2.04M Buy
59,671
+1,188
+2% +$44.4K 0.1% 151
2024
Q1 		$2.37M Buy
+58,483
New +$1.82M 0.13% 139

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

Robertson Stephens Wealth Management's IBIT Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 22% in Q2 2026, buying an estimated $61K and bringing the position to 8,256 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #545.

Robertson Stephens Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.37M in Q1 2024. 1,475 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Robertson Stephens Wealth Management held 8,256 shares of iShares Bitcoin Trust worth $275K as of Q2 2026.
  • Robertson Stephens Wealth Management bought 1,499 iShares Bitcoin Trust shares in Q2 2026, an estimated $61K.
  • iShares Bitcoin Trust made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #545 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
  • Robertson Stephens Wealth Management's iShares Bitcoin Trust position peaked at $2.37M in Q1 2024.
  • 1,475 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.