AUA Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$252K Hold
6,556
0.13% 75
2025
Q4
$326K Hold
6,556
0.16% 63
2025
Q3
$426K Hold
6,556
0.24% 51
2025
Q2
$401K Buy
+6,556
New +$367K 0.24% 53

Other funds holding IBIT

AUA Capital Management's IBIT Position: Q1 2026 in Review

AUA Capital Management held its iShares Bitcoin Trust (IBIT) position steady in Q1 2026 at 6,556 shares worth $252K. The position accounts for 0.13% of the portfolio, ranked #75.

AUA Capital Management first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $426K in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • AUA Capital Management held 6,556 shares of iShares Bitcoin Trust worth $252K as of Q1 2026.
  • AUA Capital Management left its iShares Bitcoin Trust share count unchanged in Q1 2026.
  • iShares Bitcoin Trust made up 0.13% of AUA Capital Management's portfolio in Q1 2026, its #75 holding.
  • AUA Capital Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • AUA Capital Management's iShares Bitcoin Trust position peaked at $426K in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on AUA Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.