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Clearstead Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Clearstead 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 		$4.56M Buy
118,593
+53,176
+81% +$2.3M 0.04% 245
2025
Q4 		$3.25M Buy
65,417
+21,806
+50% +$1.24M 0.04% 257
2025
Q3 		$2.83M Buy
43,611
+8,697
+25% +$566K 0.04% 268
2025
Q2 		$2.14M Buy
34,914
+5,319
+18% +$298K 0.03% 308
2025
Q1 		$1.39M Buy
29,595
+9,012
+44% +$477K 0.02% 355
2024
Q4 		$1.09M Buy
20,583
+13,253
+181% +$626K 0.02% 396
2024
Q3 		$265K Buy
7,330
+740
+11% +$25.7K ﹤0.01% 761
2024
Q2 		$225K Buy
6,590
+4,070
+162% +$152K ﹤0.01% 789
2024
Q1 		$90.7K Buy
+2,520
New +$78.6K ﹤0.01% 624

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

Clearstead Advisors's IBIT Position: Q1 2026 in Review

Clearstead Advisors increased its iShares Bitcoin Trust (IBIT) stake by 81% in Q1 2026, buying an estimated $2.3M and bringing the position to 118,593 shares worth $4.56M. The position accounts for 0.04% of the portfolio, ranked #245.

Clearstead Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Clearstead Advisors held 118,593 shares of iShares Bitcoin Trust worth $4.56M as of Q1 2026.
  • Clearstead Advisors bought 53,176 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.3M.
  • iShares Bitcoin Trust made up 0.04% of Clearstead Advisors's portfolio in Q1 2026, its #245 holding.
  • Clearstead Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.