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Wealthspire Advisors (New York)’s iShares Bitcoin Trust IBIT Stock Holding History

Wealthspire Advisors (New York)’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 		$15M Buy
450,059
+307,866
+217% +$12.5M 0.08% 138
2026
Q1 		$5.46M Buy
142,193
+17,091
+14% +$740K 0.04% 160
2025
Q4 		$6.21M Buy
125,102
+3,735
+3% +$212K 0.05% 143
2025
Q3 		$7.89M Buy
121,367
+15,608
+15% +$1.02M 0.04% 132
2025
Q2 		$6.47M Sell
105,759
-274
-0.3% -$15.4K 0.04% 141
2025
Q1 		$4.96M Buy
106,033
+28,531
+37% +$1.51M 0.03% 163
2024
Q4 		$4.11M Buy
77,502
+60,396
+353% +$2.85M 0.04% 157
2024
Q3 		$618K Buy
17,106
+1,708
+11% +$59.3K 0.01% 451
2024
Q2 		$526K Buy
+15,398
New +$575K 0.01% 420

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

Wealthspire Advisors (New York)'s IBIT Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Bitcoin Trust (IBIT) stake by 217% in Q2 2026, buying an estimated $12.5M and bringing the position to 450,059 shares worth $15M. The position accounts for 0.08% of the portfolio, ranked #138.

Wealthspire Advisors (New York) first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Wealthspire Advisors (New York) held 450,059 shares of iShares Bitcoin Trust worth $15M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 307,866 iShares Bitcoin Trust shares in Q2 2026, an estimated $12.5M.
  • iShares Bitcoin Trust made up 0.08% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #138 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.