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Capital Wealth Alliance’s iShares Bitcoin Trust IBIT Stock Holding History

Capital Wealth Alliance’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 		$3.72M Buy
96,738
+11,043
+13% +$478K 1.68% 15
2025
Q4 		$3.44M Buy
85,695
+13,732
+19% +$780K 1.47% 16
2025
Q3 		$4.68M Buy
71,963
+9,685
+16% +$630K 2.32% 13
2025
Q2 		$3.81M Buy
62,278
+18,679
+43% +$1.05M 2.05% 15
2025
Q1 		$2.04M Sell
43,599
-4,180
-9% -$221K 1.22% 18
2024
Q4 		$2.53M Buy
47,779
+36,559
+326% +$1.73M 1.44% 17
2024
Q3 		$405K Buy
11,220
+1,107
+11% +$38.4K 0.24% 59
2024
Q2 		$345K Buy
+10,113
New +$378K 0.2% 71

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

Capital Wealth Alliance's IBIT Position: Q1 2026 in Review

Capital Wealth Alliance increased its iShares Bitcoin Trust (IBIT) stake by 13% in Q1 2026, buying an estimated $478K and bringing the position to 96,738 shares worth $3.72M. The position accounts for 1.68% of the portfolio, ranked #15.

Capital Wealth Alliance first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.68M in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Capital Wealth Alliance held 96,738 shares of iShares Bitcoin Trust worth $3.72M as of Q1 2026.
  • Capital Wealth Alliance bought 11,043 iShares Bitcoin Trust shares in Q1 2026, an estimated $478K.
  • iShares Bitcoin Trust made up 1.68% of Capital Wealth Alliance's portfolio in Q1 2026, its #15 holding.
  • Capital Wealth Alliance first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Capital Wealth Alliance's iShares Bitcoin Trust position peaked at $4.68M in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Capital Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.