Williams Jones Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Williams Jones 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	$637K	Sell	19,148 -225	-1%	-$9.15K	0.01%	342
2026 Q1	$744K	Sell	19,373 -1,350	-7%	-$58.5K	0.01%	300
2025 Q4	$1.03M	Buy	20,723 +1,675	+9%	+$95.2K	0.01%	253
2025 Q3	$1.24M	Buy	19,048 +2,925	+18%	+$190K	0.01%	232
2025 Q2	$987K	Buy	16,123 +10,898	+209%	+$611K	0.01%	260
2025 Q1	$245K	Buy	+5,225	New	+$277K	﹤0.01%	432
2024 Q4	–	Sell	-15,091	Closed	-$545K	–	514
2024 Q3	$545K	Buy	15,091 +530	+4%	+$18.4K	0.01%	343
2024 Q2	$497K	Buy	14,561 +2,600	+22%	+$97.1K	0.01%	345
2024 Q1	$484K	Buy	+11,961	New	+$373K	0.01%	358

Other funds holding IBIT

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RSC

Rising Stella Capital Singapore $249M AUM

Williams Jones Wealth Management's IBIT Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 1.2% in Q2 2026, selling an estimated $9.15K and leaving 19,148 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #342.

Williams Jones Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.24M in Q3 2025. 818 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Williams Jones Wealth Management held 19,148 shares of iShares Bitcoin Trust worth $637K as of Q2 2026.
Williams Jones Wealth Management sold 225 iShares Bitcoin Trust shares in Q2 2026, an estimated $9.15K.
iShares Bitcoin Trust made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #342 holding.
Williams Jones Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Williams Jones Wealth Management's iShares Bitcoin Trust position peaked at $1.24M in Q3 2025.
818 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.