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Shepherd Kaplan Krochuk’s iShares Bitcoin Trust IBIT Stock Holding History

Shepherd Kaplan Krochuk’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 		$444K Hold
13,349
– – 0.35% 51
2026
Q1 		$513K Buy
13,349
+65
+0.5% +$2.81K 0.43% 47
2025
Q4 		$660K Buy
13,284
+72
+0.5% +$4.09K 0.54% 41
2025
Q3 		$859K Buy
13,212
+52
+0.4% +$3.38K 0.7% 34
2025
Q2 		$806K Buy
13,160
+11
+0.1% +$616 0.7% 35
2025
Q1 		$616K Buy
13,149
+22
+0.2% +$1.17K 0.53% 43
2024
Q4 		$696K Hold
13,127
– – 0.58% 38
2024
Q3 		$474K Hold
13,127
– – 0.36% 49
2024
Q2 		$448K Buy
+13,127
New +$490K 0.35% 52

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

Shepherd Kaplan Krochuk's IBIT Position: Q2 2026 in Review

Shepherd Kaplan Krochuk held its iShares Bitcoin Trust (IBIT) position steady in Q2 2026 at 13,349 shares worth $444K. The position accounts for 0.35% of the portfolio, ranked #51.

Shepherd Kaplan Krochuk first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $859K in Q3 2025. 1,474 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Shepherd Kaplan Krochuk held 13,349 shares of iShares Bitcoin Trust worth $444K as of Q2 2026.
  • Shepherd Kaplan Krochuk left its iShares Bitcoin Trust share count unchanged in Q2 2026.
  • iShares Bitcoin Trust made up 0.35% of Shepherd Kaplan Krochuk's portfolio in Q2 2026, its #51 holding.
  • Shepherd Kaplan Krochuk first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • Shepherd Kaplan Krochuk's iShares Bitcoin Trust position peaked at $859K in Q3 2025.
  • 1,474 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2026, filed 14 Aug 2026.