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SVB Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

SVB Wealth’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 		$848K Sell
25,466
-808
-3% -$32.9K 0.05% 210
2026
Q1 		$1.01M Buy
26,274
+4,864
+23% +$211K 0.07% 191
2025
Q4 		$1.06M Buy
21,410
+11,540
+117% +$656K 0.06% 202
2025
Q3 		$642K Buy
9,870
+1,131
+13% +$73.6K 0.03% 267
2025
Q2 		$535K Sell
8,739
-35,142
-80% -$1.97M 0.03% 291
2025
Q1 		$2.05M Sell
43,881
-4,638
-10% -$246K 0.08% 113
2024
Q4 		$2.57M Buy
+48,519
New +$2.29M 0.05% 201
2024
Q3 		– Sell
-16,886
Closed -$576K – 283
2024
Q2 		$576K Sell
16,886
-14,370
-46% -$537K 0.01% 406
2024
Q1 		$1.26M Buy
+31,256
New +$975K 0.03% 308

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

SVB Wealth's IBIT Position: Q2 2026 in Review

SVB Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 3.1% in Q2 2026, selling an estimated $32.9K and leaving 25,466 shares worth $848K. The position accounts for 0.05% of the portfolio, ranked #210.

SVB Wealth first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.57M in Q4 2024. 1,465 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • SVB Wealth held 25,466 shares of iShares Bitcoin Trust worth $848K as of Q2 2026.
  • SVB Wealth sold 808 iShares Bitcoin Trust shares in Q2 2026, an estimated $32.9K.
  • iShares Bitcoin Trust made up 0.05% of SVB Wealth's portfolio in Q2 2026, its #210 holding.
  • SVB Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • SVB Wealth's iShares Bitcoin Trust position peaked at $2.57M in Q4 2024.
  • 1,465 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.