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Arete Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Arete Wealth Advisors’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 		$1.63M Buy
42,369
+5,190
+14% +$225K 0.12% 172
2025
Q4 		$1.85M Sell
37,179
-19,982
-35% -$1.14M 0.11% 188
2025
Q3 		$3.71M Sell
57,161
-13,174
-19% -$857K 0.23% 91
2025
Q2 		$4.32M Buy
70,335
+39,591
+129% +$2.22M 0.31% 72
2025
Q1 		$1.44M Buy
30,744
+7,613
+33% +$403K 0.11% 190
2024
Q4 		$1.23M Buy
23,131
+9,304
+67% +$439K 0.09% 223
2024
Q3 		$499K Sell
13,827
-2,050
-13% -$71.2K 0.04% 375
2024
Q2 		$543K Buy
15,877
+2,501
+19% +$93.4K 0.04% 370
2024
Q1 		$540K Buy
+13,376
New +$417K 0.05% 285

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

Arete Wealth Advisors's IBIT Position: Q1 2026 in Review

Arete Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 14% in Q1 2026, buying an estimated $225K and bringing the position to 42,369 shares worth $1.63M. The position accounts for 0.12% of the portfolio, ranked #172.

Arete Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.32M in Q2 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Arete Wealth Advisors held 42,369 shares of iShares Bitcoin Trust worth $1.63M as of Q1 2026.
  • Arete Wealth Advisors bought 5,190 iShares Bitcoin Trust shares in Q1 2026, an estimated $225K.
  • iShares Bitcoin Trust made up 0.12% of Arete Wealth Advisors's portfolio in Q1 2026, its #172 holding.
  • Arete Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Arete Wealth Advisors's iShares Bitcoin Trust position peaked at $4.32M in Q2 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.