EAM
IBIT icon

Evanson Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Evanson Asset Management’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 		$407K Sell
10,592
-1,995
-16% -$86.4K 0.02% 218
2025
Q4 		$625K Buy
12,587
+1,122
+10% +$63.7K 0.03% 178
2025
Q3 		$745K Buy
11,465
+1,710
+18% +$111K 0.04% 164
2025
Q2 		$597K Buy
9,755
+2,075
+27% +$116K 0.04% 179
2025
Q1 		$360K Buy
7,680
+2,214
+41% +$117K 0.03% 215
2024
Q4 		$290K Buy
+5,466
New +$258K 0.02% 244

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

Evanson Asset Management's IBIT Position: Q1 2026 in Review

Evanson Asset Management reduced its iShares Bitcoin Trust (IBIT) stake by 16% in Q1 2026, selling an estimated $86.4K and leaving 10,592 shares worth $407K. The position accounts for 0.02% of the portfolio, ranked #218.

Evanson Asset Management first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $745K in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Evanson Asset Management held 10,592 shares of iShares Bitcoin Trust worth $407K as of Q1 2026.
  • Evanson Asset Management sold 1,995 iShares Bitcoin Trust shares in Q1 2026, an estimated $86.4K.
  • iShares Bitcoin Trust made up 0.02% of Evanson Asset Management's portfolio in Q1 2026, its #218 holding.
  • Evanson Asset Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Evanson Asset Management's iShares Bitcoin Trust position peaked at $745K in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.