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Beacon Pointe Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Beacon Pointe Advisors’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 		$42.3K Buy
1,100
+400
+57% +$17.3K ﹤0.01% 1811
2025
Q4 		$34.8K Buy
+700
New +$39.8K ﹤0.01% 1488

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 Pointe Advisors's IBIT Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 25% in Q1 2026, selling an estimated $2.1M and leaving 145,249 shares worth $5.58M. The position accounts for 0.03% of the portfolio, ranked #449.

Beacon Pointe Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.63M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Beacon Pointe Advisors held 145,249 shares of iShares Bitcoin Trust worth $5.58M as of Q1 2026.
  • Beacon Pointe Advisors sold 48,615 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.1M.
  • iShares Bitcoin Trust made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #449 holding.
  • Beacon Pointe Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Beacon Pointe Advisors's iShares Bitcoin Trust position peaked at $9.63M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.