BAAM
IBIT icon

Baker Avenue Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Baker Avenue Asset 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 		– Sell
-53,724
Closed -$2.67M – 763
2025
Q4 		$2.67M Buy
53,724
+994
+2% +$56.5K 0.06% 186
2025
Q3 		$3.43M Sell
52,730
-2,230
-4% -$145K 0.08% 157
2025
Q2 		$3.36M Buy
54,960
+1,076
+2% +$60.3K 0.1% 148
2025
Q1 		$2.52M Buy
53,884
+2,720
+5% +$144K 0.08% 180
2024
Q4 		$2.71M Buy
51,164
+6,440
+14% +$304K 0.08% 163
2024
Q3 		$1.62M Buy
44,724
+3,363
+8% +$117K 0.05% 198
2024
Q2 		$1.41M Sell
41,361
-2,401
-5% -$89.7K 0.05% 202
2024
Q1 		$1.77M Buy
+43,762
New +$1.36M 0.07% 178

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM

Baker Avenue Asset Management's IBIT Position: Q1 2026 in Review

Baker Avenue Asset Management sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 53,724 shares — an estimated $2.67M sold.

Baker Avenue Asset Management first reported a position in IBIT in Q1 2024 and held it in 8 quarters. The position peaked at $3.43M in Q3 2025. 1,547 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Baker Avenue Asset Management reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Baker Avenue Asset Management sold 53,724 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.67M.
  • Baker Avenue Asset Management first reported a position in iShares Bitcoin Trust in Q1 2024 and held it in 8 quarters.
  • Baker Avenue Asset Management's iShares Bitcoin Trust position peaked at $3.43M in Q3 2025.
  • 1,547 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.