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Avaii Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Avaii Wealth Management’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 		$357K Sell
9,289
-1,261
-12% -$54.6K 0.12% 103
2025
Q4 		$524K Sell
10,550
-11,092
-51% -$630K 0.19% 69
2025
Q3 		$1.41M Buy
21,642
+1,097
+5% +$71.4K 0.54% 27
2025
Q2 		$1.26M Buy
20,545
+13,391
+187% +$750K 0.56% 24
2025
Q1 		$335K Buy
7,154
+879
+14% +$46.5K 0.18% 78
2024
Q4 		$333K Buy
+6,275
New +$296K 0.16% 86

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

Avaii Wealth Management's IBIT Position: Q1 2026 in Review

Avaii Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 12% in Q1 2026, selling an estimated $54.6K and leaving 9,289 shares worth $357K. The position accounts for 0.12% of the portfolio, ranked #103.

Avaii Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.41M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Avaii Wealth Management held 9,289 shares of iShares Bitcoin Trust worth $357K as of Q1 2026.
  • Avaii Wealth Management sold 1,261 iShares Bitcoin Trust shares in Q1 2026, an estimated $54.6K.
  • iShares Bitcoin Trust made up 0.12% of Avaii Wealth Management's portfolio in Q1 2026, its #103 holding.
  • Avaii Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Avaii Wealth Management's iShares Bitcoin Trust position peaked at $1.41M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.