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Advisor OS’s iShares Bitcoin Trust IBIT Stock Holding History

Advisor OS’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
Q1 		– Sell
-300
Closed -$12 – 604
2025
Q4 		$12 Buy
300
+200
+200% +$11.4K ﹤0.01% 498
2025
Q3 		$340 Buy
+100
New +$6.5K ﹤0.01% 474

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

Advisor OS's IBIT Position: Q1 2026 in Review

Advisor OS increased its iShares Bitcoin Trust (IBIT) stake by 75% in Q1 2026, buying an estimated $132K and bringing the position to 7,145 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #451.

Advisor OS first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $331K in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Advisor OS held 7,145 shares of iShares Bitcoin Trust worth $275K as of Q1 2026.
  • Advisor OS bought 3,060 iShares Bitcoin Trust shares in Q1 2026, an estimated $132K.
  • iShares Bitcoin Trust made up 0.02% of Advisor OS's portfolio in Q1 2026, its #451 holding.
  • Advisor OS first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • Advisor OS's iShares Bitcoin Trust position peaked at $331K in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.