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BlackDiamond Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

BlackDiamond 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 		$830K Buy
21,594
+5,560
+35% +$241K 0.4% 58
2025
Q4 		$643K Sell
16,034
-1,231
-7% -$69.9K 0.31% 68
2025
Q3 		$1.12M Sell
17,265
-9,184
-35% -$597K 0.61% 43
2025
Q2 		$1.58M Sell
26,449
-2,565
-9% -$144K 0.91% 33
2025
Q1 		$1.7M Buy
29,014
+1,792
+7% +$94.9K 1.15% 31
2024
Q4 		$1.44M Buy
27,222
+21,479
+374% +$1.01M 0.83% 35
2024
Q3 		$293K Buy
+5,743
New +$199K 0.18% 124

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

BlackDiamond Wealth Management's IBIT Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 35% in Q1 2026, buying an estimated $241K and bringing the position to 21,594 shares worth $830K. The position accounts for 0.4% of the portfolio, ranked #58.

BlackDiamond Wealth Management first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.7M in Q1 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • BlackDiamond Wealth Management held 21,594 shares of iShares Bitcoin Trust worth $830K as of Q1 2026.
  • BlackDiamond Wealth Management bought 5,560 iShares Bitcoin Trust shares in Q1 2026, an estimated $241K.
  • iShares Bitcoin Trust made up 0.4% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #58 holding.
  • BlackDiamond Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • BlackDiamond Wealth Management's iShares Bitcoin Trust position peaked at $1.7M in Q1 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.