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Salomon & Ludwin’s iShares Bitcoin Trust IBIT Stock Holding History

Salomon & Ludwin’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 		$114K Sell
3,342
-5,203
-61% -$212K 0.01% 245
2026
Q1 		$324K Buy
8,545
+1,541
+22% +$66.7K 0.03% 139
2025
Q4 		$374K Sell
7,004
-1,169
-14% -$66.4K 0.03% 132
2025
Q3 		$571K Buy
8,173
+130
+2% +$8.46K 0.05% 109
2025
Q2 		$502K Buy
8,043
+7,015
+682% +$393K 0.05% 106
2025
Q1 		$48.1K Buy
1,028
+870
+551% +$46.1K 0.01% 256
2024
Q4 		$8.38K Buy
158
+7
+5% +$331 ﹤0.01% 464
2024
Q3 		$5.46K Buy
151
+8
+6% +$278 ﹤0.01% 518
2024
Q2 		$4.88K Buy
143
+43
+43% +$1.61K ﹤0.01% 526
2024
Q1 		$4.05K Buy
+100
New +$3.12K ﹤0.01% 656

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

Salomon & Ludwin's IBIT Position: Q2 2026 in Review

Salomon & Ludwin reduced its iShares Bitcoin Trust (IBIT) stake by 61% in Q2 2026, selling an estimated $212K and leaving 3,342 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #245.

Salomon & Ludwin first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $571K in Q3 2025. 1,473 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Salomon & Ludwin held 3,342 shares of iShares Bitcoin Trust worth $114K as of Q2 2026.
  • Salomon & Ludwin sold 5,203 iShares Bitcoin Trust shares in Q2 2026, an estimated $212K.
  • iShares Bitcoin Trust made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #245 holding.
  • Salomon & Ludwin first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Salomon & Ludwin's iShares Bitcoin Trust position peaked at $571K in Q3 2025.
  • 1,473 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.