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Rothschild Investment LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Rothschild Investment LLC’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 		$1.59M Sell
47,898
-874
-2% -$35.6K 0.06% 293
2026
Q1 		$1.87M Sell
48,772
-424
-0.9% -$18.4K 0.1% 175
2025
Q4 		$2.44M Sell
49,196
-65
-0.1% -$3.69K 0.13% 139
2025
Q3 		$3.2M Buy
49,261
+6,569
+15% +$427K 0.18% 116
2025
Q2 		$2.61M Sell
42,692
-2,980
-7% -$167K 0.16% 128
2025
Q1 		$2.14M Buy
45,672
+2,390
+6% +$127K 0.14% 138
2024
Q4 		$2.3M Buy
43,282
+2,307
+6% +$109K 0.15% 129
2024
Q3 		$1.48M Buy
40,975
+1,500
+4% +$52.1K 0.1% 180
2024
Q2 		$1.35M Buy
39,475
+11,500
+41% +$430K 0.09% 181
2024
Q1 		$1.13M Buy
+27,975
New +$873K 0.08% 212

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

Rothschild Investment LLC's IBIT Position: Q2 2026 in Review

Rothschild Investment LLC reduced its iShares Bitcoin Trust (IBIT) stake by 1.8% in Q2 2026, selling an estimated $35.6K and leaving 47,898 shares worth $1.59M. The position accounts for 0.06% of the portfolio, ranked #293.

Rothschild Investment LLC first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.2M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Rothschild Investment LLC held 47,898 shares of iShares Bitcoin Trust worth $1.59M as of Q2 2026.
  • Rothschild Investment LLC sold 874 iShares Bitcoin Trust shares in Q2 2026, an estimated $35.6K.
  • iShares Bitcoin Trust made up 0.06% of Rothschild Investment LLC's portfolio in Q2 2026, its #293 holding.
  • Rothschild Investment LLC first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's iShares Bitcoin Trust position peaked at $3.2M in Q3 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.