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Schrum Private Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Schrum Private 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 		– Sell
-7,225
Closed -$278K – 118
2026
Q1 		$278K Buy
7,225
+52
+0.7% +$2.25K 0.21% 108
2025
Q4 		$356K Sell
7,173
-551
-7% -$31.3K 0.26% 93
2025
Q3 		$502K Buy
7,724
+2,017
+35% +$131K 0.37% 69
2025
Q2 		$349K Buy
5,707
+424
+8% +$23.8K 0.28% 85
2025
Q1 		$247K Buy
+5,283
New +$280K 0.22% 108

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

Schrum Private Wealth Management's IBIT Position: Q2 2026 in Review

Schrum Private Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 7,225 shares — an estimated $278K sold.

Schrum Private Wealth Management first reported a position in IBIT in Q1 2025 and held it in 5 quarters. The position peaked at $502K in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Schrum Private Wealth Management reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Schrum Private Wealth Management sold 7,225 iShares Bitcoin Trust shares in Q2 2026, an estimated $278K.
  • Schrum Private Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and held it in 5 quarters.
  • Schrum Private Wealth Management's iShares Bitcoin Trust position peaked at $502K in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.