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Wellington-Altus USA’s iShares Bitcoin Trust IBIT Stock Holding History

Wellington-Altus USA’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 		$690K Buy
17,968
+5,170
+40% +$210K 0.49% 43
2026
Q1 		$426K Sell
12,798
-7,068
-36% -$306K 0.25% 91
2025
Q4 		$986K Buy
+19,866
New +$1.13M 0.73% 31

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

Wellington-Altus USA's IBIT Position: Q2 2026 in Review

Wellington-Altus USA increased its iShares Bitcoin Trust (IBIT) stake by 40% in Q2 2026, buying an estimated $210K and bringing the position to 17,968 shares worth $690K. The position accounts for 0.49% of the portfolio, ranked #43.

Wellington-Altus USA first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $986K in Q4 2025. 1,476 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Wellington-Altus USA held 17,968 shares of iShares Bitcoin Trust worth $690K as of Q2 2026.
  • Wellington-Altus USA bought 5,170 iShares Bitcoin Trust shares in Q2 2026, an estimated $210K.
  • iShares Bitcoin Trust made up 0.49% of Wellington-Altus USA's portfolio in Q2 2026, its #43 holding.
  • Wellington-Altus USA first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares Bitcoin Trust position peaked at $986K in Q4 2025.
  • 1,476 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.