WGC
IBIT icon

Watts Gwilliam & Co’s iShares Bitcoin Trust IBIT Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$597K Buy
9,184
+63
+0.7% +$4.1K 0.1% 123
2025
Q2 		$609K Buy
9,121
+311
+4% +$17.4K 0.1% 123
2025
Q1 		$412K Buy
8,810
+1,850
+27% +$97.9K 0.09% 143
2024
Q4 		$381K Hold
6,960
– – 0.08% 147
2024
Q3 		$246K Buy
+6,960
New +$242K 0.05% 172

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Watts Gwilliam & Co's IBIT Position: Q3 2025 in Review

Watts Gwilliam & Co increased its iShares Bitcoin Trust (IBIT) stake by 0.69% in Q3 2025, buying an estimated $4.1K and bringing the position to 9,184 shares worth $597K. The position accounts for 0.1% of the portfolio, ranked #123.

Watts Gwilliam & Co first reported a position in IBIT in Q3 2024 and has held it in 5 quarters since. The position peaked at $609K in Q2 2025. 1,623 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Watts Gwilliam & Co held 9,184 shares of iShares Bitcoin Trust worth $597K as of Q3 2025.
  • Watts Gwilliam & Co bought 63 iShares Bitcoin Trust shares in Q3 2025, an estimated $4.1K.
  • iShares Bitcoin Trust made up 0.1% of Watts Gwilliam & Co's portfolio in Q3 2025, its #123 holding.
  • Watts Gwilliam & Co first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 5 quarters since.
  • Watts Gwilliam & Co's iShares Bitcoin Trust position peaked at $609K in Q2 2025.
  • 1,623 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.