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Encompass Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Encompass Wealth 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 		$379K Buy
9,877
+2,687
+37% +$116K 0.13% 71
2025
Q4 		$357K Sell
7,190
-470
-6% -$26.7K 0.12% 76
2025
Q3 		$498K Buy
7,660
+165
+2% +$10.7K 0.17% 66
2025
Q2 		$459K Buy
7,495
+965
+15% +$54.1K 0.17% 68
2025
Q1 		$306K Sell
6,530
-278
-4% -$14.7K 0.12% 80
2024
Q4 		$361K Buy
+6,808
New +$321K 0.15% 76
2024
Q3 		– Sell
-7,247
Closed -$247K – 293
2024
Q2 		$247K Sell
7,247
-845
-10% -$31.6K 0.07% 203
2024
Q1 		$327K Buy
+8,092
New +$252K 0.09% 185

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

Encompass Wealth Advisors's IBIT Position: Q1 2026 in Review

Encompass Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 37% in Q1 2026, buying an estimated $116K and bringing the position to 9,877 shares worth $379K. The position accounts for 0.13% of the portfolio, ranked #71.

Encompass Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 8 quarters since. The position peaked at $498K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Encompass Wealth Advisors held 9,877 shares of iShares Bitcoin Trust worth $379K as of Q1 2026.
  • Encompass Wealth Advisors bought 2,687 iShares Bitcoin Trust shares in Q1 2026, an estimated $116K.
  • iShares Bitcoin Trust made up 0.13% of Encompass Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • Encompass Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
  • Encompass Wealth Advisors's iShares Bitcoin Trust position peaked at $498K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.