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

Evolution 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 		$6.36M Buy
165,570
+16,884
+11% +$731K 0.65% 24
2025
Q4 		$7.38M Sell
148,686
-28,636
-16% -$1.63M 0.74% 22
2025
Q3 		$11.5M Sell
177,322
-7,779
-4% -$506K 1.55% 15
2025
Q2 		$11.3M Buy
185,101
+771
+0.4% +$43.2K 1.66% 12
2025
Q1 		$8.63M Buy
184,330
+7,550
+4% +$400K 1.44% 18
2024
Q4 		$9.38M Buy
176,780
+54,651
+45% +$2.58M 1.57% 16
2024
Q3 		$4.41M Buy
122,129
+89,634
+276% +$3.11M 0.79% 28
2024
Q2 		$1.11M Buy
+32,495
New +$1.21M 0.22% 58

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

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

Evolution Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 11% in Q1 2026, buying an estimated $731K and bringing the position to 165,570 shares worth $6.36M. The position accounts for 0.65% of the portfolio, ranked #24.

Evolution Wealth Advisors first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.5M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Evolution Wealth Advisors held 165,570 shares of iShares Bitcoin Trust worth $6.36M as of Q1 2026.
  • Evolution Wealth Advisors bought 16,884 iShares Bitcoin Trust shares in Q1 2026, an estimated $731K.
  • iShares Bitcoin Trust made up 0.65% of Evolution Wealth Advisors's portfolio in Q1 2026, its #24 holding.
  • Evolution Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Evolution Wealth Advisors's iShares Bitcoin Trust position peaked at $11.5M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.