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Allie Family Office’s iShares Bitcoin Trust IBIT Stock Holding History

Allie Family Office’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 		$3.69M Buy
96,132
+82,227
+591% +$3.56M 1.62% 15
2025
Q4 		$690K Buy
+13,905
New +$790K 0.32% 46
2025
Q2 		– Sell
-5,679
Closed -$266K – 104
2025
Q1 		$266K Hold
5,679
– – 0.15% 75
2024
Q4 		$301K Sell
5,679
-1,889
-25% -$89.2K 0.17% 67
2024
Q3 		$273K Hold
7,568
– – 0.15% 71
2024
Q2 		$258K Hold
7,568
– – 0.16% 69
2024
Q1 		$306K Buy
+7,568
New +$236K 0.18% 58

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

Allie Family Office's IBIT Position: Q1 2026 in Review

Allie Family Office increased its iShares Bitcoin Trust (IBIT) stake by 591% in Q1 2026, buying an estimated $3.56M and bringing the position to 96,132 shares worth $3.69M. The position accounts for 1.62% of the portfolio, ranked #15.

Allie Family Office first reported a position in IBIT in Q1 2024 and has held it in 7 quarters since. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Allie Family Office held 96,132 shares of iShares Bitcoin Trust worth $3.69M as of Q1 2026.
  • Allie Family Office bought 82,227 iShares Bitcoin Trust shares in Q1 2026, an estimated $3.56M.
  • iShares Bitcoin Trust made up 1.62% of Allie Family Office's portfolio in Q1 2026, its #15 holding.
  • Allie Family Office first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.