CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

CAPTRUST Financial 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 		$15.4M Buy
399,855
+65,182
+19% +$2.82M 0.03% 431
2025
Q4 		$16.6M Sell
334,673
-357,057
-52% -$20.3M 0.03% 380
2025
Q3 		$45M Buy
691,730
+397,047
+135% +$25.8M 0.09% 191
2025
Q2 		$18M Buy
294,683
+17,942
+6% +$1.01M 0.04% 331
2025
Q1 		$13M Buy
276,741
+141,444
+105% +$7.49M 0.03% 369
2024
Q4 		$7.18M Buy
135,297
+41,202
+44% +$1.95M 0.02% 452
2024
Q3 		$3.4M Buy
94,095
+5,686
+6% +$197K 0.01% 648
2024
Q2 		$3.02M Buy
88,409
+4,278
+5% +$160K 0.01% 665
2024
Q1 		$3.4M Buy
+84,131
New +$2.62M 0.01% 606

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

CAPTRUST Financial Advisors's IBIT Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 19% in Q1 2026, buying an estimated $2.82M and bringing the position to 399,855 shares worth $15.4M. The position accounts for 0.03% of the portfolio, ranked #431.

CAPTRUST Financial Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $45M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • CAPTRUST Financial Advisors held 399,855 shares of iShares Bitcoin Trust worth $15.4M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 65,182 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.82M.
  • iShares Bitcoin Trust made up 0.03% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #431 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • CAPTRUST Financial Advisors's iShares Bitcoin Trust position peaked at $45M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

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