Avestar Capital’s iShares Bitcoin Trust IBIT Stock Holding History

Avestar Capital’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	$4.53M	Sell	117,940 -123,988	-51%	-$5.37M	0.29%	61
2025 Q4	$12M	Buy	241,928 +148,358	+159%	+$8.43M	0.78%	22
2025 Q3	$6.08M	Buy	93,570 +2,915	+3%	+$190K	0.4%	45
2025 Q2	$5.55M	Buy	90,655 +2,619	+3%	+$147K	0.38%	47
2025 Q1	$4.12M	Buy	88,036 +4,917	+6%	+$260K	0.36%	59
2024 Q4	$4.41M	Buy	83,119 +16,650	+25%	+$786K	0.37%	59
2024 Q3	$2.4M	Sell	66,469 -435	-0.7%	-$15.1K	0.25%	75
2024 Q2	$2.28M	Buy	66,904 +3,108	+5%	+$116K	0.23%	77
2024 Q1	$2.58M	Buy	+63,796	New	+$1.99M	0.27%	67

Other funds holding IBIT

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Galaxy Digital New York $1.16B AUM

Avestar Capital's IBIT Position: Q1 2026 in Review

Avestar Capital reduced its iShares Bitcoin Trust (IBIT) stake by 51% in Q1 2026, selling an estimated $5.37M and leaving 117,940 shares worth $4.53M. The position accounts for 0.29% of the portfolio, ranked #61.

Avestar Capital first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $12M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

Avestar Capital held 117,940 shares of iShares Bitcoin Trust worth $4.53M as of Q1 2026.
Avestar Capital sold 123,988 iShares Bitcoin Trust shares in Q1 2026, an estimated $5.37M.
iShares Bitcoin Trust made up 0.29% of Avestar Capital's portfolio in Q1 2026, its #61 holding.
Avestar Capital first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Avestar Capital's iShares Bitcoin Trust position peaked at $12M in Q4 2025.
1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.