BFA
IBIT icon

Beacon Financial Advisory’s iShares Bitcoin Trust IBIT Stock Holding History

Beacon Financial Advisory’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 		$417K Buy
10,865
+720
+7% +$31.2K 0.09% 257
2025
Q4 		$504K Sell
10,145
-42
-0.4% -$2.39K 0.12% 218
2025
Q3 		$662K Buy
10,187
+3,977
+64% +$259K 0.15% 166
2025
Q2 		$380K Buy
6,210
+916
+17% +$51.3K 0.1% 235
2025
Q1 		$248K Buy
5,294
+819
+18% +$43.4K 0.08% 281
2024
Q4 		$237K Sell
4,475
-2,528
-36% -$119K 0.08% 262
2024
Q3 		$253K Buy
+7,003
New +$243K 0.09% 249

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

Beacon Financial Advisory's IBIT Position: Q1 2026 in Review

Beacon Financial Advisory increased its iShares Bitcoin Trust (IBIT) stake by 7.1% in Q1 2026, buying an estimated $31.2K and bringing the position to 10,865 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #257.

Beacon Financial Advisory first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $662K in Q3 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Beacon Financial Advisory held 10,865 shares of iShares Bitcoin Trust worth $417K as of Q1 2026.
  • Beacon Financial Advisory bought 720 iShares Bitcoin Trust shares in Q1 2026, an estimated $31.2K.
  • iShares Bitcoin Trust made up 0.09% of Beacon Financial Advisory's portfolio in Q1 2026, its #257 holding.
  • Beacon Financial Advisory first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • Beacon Financial Advisory's iShares Bitcoin Trust position peaked at $662K in Q3 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.