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Coastal Bridge Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Coastal Bridge 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 		$959K Buy
24,969
+4,486
+22% +$194K 0.07% 222
2025
Q4 		$1.02M Sell
20,483
-14,647
-42% -$832K 0.08% 209
2025
Q3 		$2.28M Buy
35,130
+12,171
+53% +$792K 0.17% 134
2025
Q2 		$1.41M Buy
+22,959
New +$1.29M 0.12% 178
2025
Q1 		– Sell
-20,274
Closed -$1.08M – 315
2024
Q4 		$1.08M Buy
+20,274
New +$957K 0.27% 62

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

Coastal Bridge Advisors's IBIT Position: Q1 2026 in Review

Coastal Bridge Advisors increased its iShares Bitcoin Trust (IBIT) stake by 22% in Q1 2026, buying an estimated $194K and bringing the position to 24,969 shares worth $959K. The position accounts for 0.07% of the portfolio, ranked #222.

Coastal Bridge Advisors first reported a position in IBIT in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.28M in Q3 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Coastal Bridge Advisors held 24,969 shares of iShares Bitcoin Trust worth $959K as of Q1 2026.
  • Coastal Bridge Advisors bought 4,486 iShares Bitcoin Trust shares in Q1 2026, an estimated $194K.
  • iShares Bitcoin Trust made up 0.07% of Coastal Bridge Advisors's portfolio in Q1 2026, its #222 holding.
  • Coastal Bridge Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 5 quarters since.
  • Coastal Bridge Advisors's iShares Bitcoin Trust position peaked at $2.28M in Q3 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.