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Steigerwald Gordon & Koch’s iShares Bitcoin Trust IBIT Stock Holding History

Steigerwald Gordon & Koch’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 		$88.2K Buy
2,650
+1,700
+179% +$69.2K 0.01% 234
2026
Q1 		$36.5K Buy
950
+350
+58% +$15.2K ﹤0.01% 343
2025
Q4 		$29.8K Sell
600
-1,940
-76% -$110K ﹤0.01% 391
2025
Q3 		$165K Buy
+2,540
New +$165K 0.02% 154

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

Steigerwald Gordon & Koch's IBIT Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its iShares Bitcoin Trust (IBIT) stake by 179% in Q2 2026, buying an estimated $69.2K and bringing the position to 2,650 shares worth $88.2K. The position accounts for 0.01% of the portfolio, ranked #234.

Steigerwald Gordon & Koch first reported a position in IBIT in Q3 2025 and has held it in 4 quarters since. The position peaked at $165K in Q3 2025. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Steigerwald Gordon & Koch held 2,650 shares of iShares Bitcoin Trust worth $88.2K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 1,700 iShares Bitcoin Trust shares in Q2 2026, an estimated $69.2K.
  • iShares Bitcoin Trust made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #234 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Steigerwald Gordon & Koch's iShares Bitcoin Trust position peaked at $165K in Q3 2025.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.