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Curi RMB Capital’s iShares Bitcoin Trust IBIT Stock Holding History

Curi RMB Capital’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 		$2.18M Buy
56,858
+3,827
+7% +$166K 0.04% 317
2025
Q4 		$2.63M Buy
53,031
+8,451
+19% +$480K 0.05% 297
2025
Q3 		$2.9M Buy
44,580
+13,602
+44% +$885K 0.05% 281
2025
Q2 		$1.9M Buy
+30,978
New +$1.74M 0.04% 335

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

Curi RMB Capital's IBIT Position: Q1 2026 in Review

Curi RMB Capital increased its iShares Bitcoin Trust (IBIT) stake by 7.2% in Q1 2026, buying an estimated $166K and bringing the position to 56,858 shares worth $2.18M. The position accounts for 0.04% of the portfolio, ranked #317.

Curi RMB Capital first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.9M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Curi RMB Capital held 56,858 shares of iShares Bitcoin Trust worth $2.18M as of Q1 2026.
  • Curi RMB Capital bought 3,827 iShares Bitcoin Trust shares in Q1 2026, an estimated $166K.
  • iShares Bitcoin Trust made up 0.04% of Curi RMB Capital's portfolio in Q1 2026, its #317 holding.
  • Curi RMB Capital first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • Curi RMB Capital's iShares Bitcoin Trust position peaked at $2.9M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.