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Tolleson Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Tolleson 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 		$868K Buy
26,065
+5,250
+25% +$214K 0.12% 52
2026
Q1 		$800K Buy
20,815
+4,750
+30% +$206K 0.12% 51
2025
Q4 		$798K Buy
+16,065
New +$913K 0.12% 50
2025
Q1 		– Sell
-21,575
Closed -$1.15M – 96
2024
Q4 		$1.15M Buy
+21,575
New +$1.02M 0.23% 41

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

Tolleson Wealth Management's IBIT Position: Q2 2026 in Review

Tolleson Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 25% in Q2 2026, buying an estimated $214K and bringing the position to 26,065 shares worth $868K. The position accounts for 0.12% of the portfolio, ranked #52.

Tolleson Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.15M in Q4 2024. 1,469 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Tolleson Wealth Management held 26,065 shares of iShares Bitcoin Trust worth $868K as of Q2 2026.
  • Tolleson Wealth Management bought 5,250 iShares Bitcoin Trust shares in Q2 2026, an estimated $214K.
  • iShares Bitcoin Trust made up 0.12% of Tolleson Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Tolleson Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 4 quarters since.
  • Tolleson Wealth Management's iShares Bitcoin Trust position peaked at $1.15M in Q4 2024.
  • 1,469 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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