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Ball & Co Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Ball & Co 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 		$40K Buy
+1,046
New +$45.3K 0.03% 44
2025
Q3 		– Sell
-16,813
Closed -$1.03M – 87
2025
Q2 		$1.03M Buy
+16,813
New +$942K 1.1% 8

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

Ball & Co Wealth Management's IBIT Position: Q1 2026 in Review

Ball & Co Wealth Management opened a new position in iShares Bitcoin Trust (IBIT) in Q1 2026: 1,046 shares worth $40K. The stake represents 0.03% of the portfolio and ranks #44 among its holdings. This is a return to the name: Ball & Co Wealth Management previously reported a position in IBIT as recently as Q2 2025.

Ball & Co Wealth Management first reported a position in IBIT in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.03M in Q2 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Ball & Co Wealth Management held 1,046 shares of iShares Bitcoin Trust worth $40K as of Q1 2026.
  • iShares Bitcoin Trust was a new Ball & Co Wealth Management position in Q1 2026.
  • iShares Bitcoin Trust made up 0.03% of Ball & Co Wealth Management's portfolio in Q1 2026, its #44 holding.
  • Ball & Co Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 2 quarters since.
  • Ball & Co Wealth Management's iShares Bitcoin Trust position peaked at $1.03M in Q2 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.