Position in IREN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$207,156
-$5,980 QoQ
Shares Held
4,530
-19.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#488
of 672 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IREN Over Time
Shares Held
Position Value (USD)
Derivatives in IREN
reported options exposure · as of Dec 31, 2025CallValue
$37,770
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $17,119,483 across 9 Capital Markets names. IREN ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,975 | $9,077,045 | |
| 2 | MS |
Morgan Stanley
|
24,365 | $5,093,259 | |
| 3 | SCHW |
Schwab Charles Corp
|
14,792 | $1,364,857 | |
| 4 | SF |
Stifel Financial Corp
|
8,865 | $618,511 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
4,612 | $462,491 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,799 | $243,624 | |
| 7 | IREN |
IREN Ltd
This page
|
4,530 | $207,156 | |
| 8 | BTBT |
Bit Digital, Inc
|
27,000 | $48,600 |
All Filings in IREN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,156 | 4,530 | Shares | Sole | 2026-07-14 | |
| 2025-12-31 | $37,770 | 1,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $213,136 | 5,643 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||