Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares Bitcoin Trust IBIT Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q4 		– Sell
-10,000
Closed -$13K – 5484
2025
Q3 		$13K Buy
+10,000
New +$650K ﹤0.01% 4350

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

Carson Wealth (CWM LLC)'s IBIT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares Bitcoin Trust (IBIT) stake by 0.44% in Q1 2026, buying an estimated $77.2K and bringing the position to 404,067 shares worth $15.5M. The position accounts for 0.04% of the portfolio, ranked #406.

Carson Wealth (CWM LLC) first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $25.4M in Q3 2025. 1,540 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 404,067 shares of iShares Bitcoin Trust worth $15.5M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,784 iShares Bitcoin Trust shares in Q1 2026, an estimated $77.2K.
  • iShares Bitcoin Trust made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #406 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Bitcoin Trust position peaked at $25.4M in Q3 2025.
  • 1,540 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.