WF
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Welch & Forbes’s iShares Bitcoin Trust IBIT Stock Holding History

Welch & Forbes’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
Q4 		– Sell
-3,455
Closed -$225K – 382
2025
Q3 		$225K Buy
+3,455
New +$225K ﹤0.01% 363

Other funds holding IBIT

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 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
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
L
Laurore Hong Kong $161M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Welch & Forbes's IBIT Position: Q4 2025 in Review

Welch & Forbes sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 3,455 shares — an estimated $225K sold.

Welch & Forbes first reported a position in IBIT in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 1,661 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • Welch & Forbes reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Welch & Forbes sold 3,455 iShares Bitcoin Trust shares in Q4 2025, an estimated $225K.
  • Welch & Forbes first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 1 quarter.
  • Welch & Forbes's iShares Bitcoin Trust position peaked at $225K in Q3 2025.
  • 1,661 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Welch & Forbes's 13F filing for Q4 2025, filed 10 Feb 2026.