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

Exencial 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 		$1.26M Buy
32,716
+27,022
+475% +$1.17M 0.04% 269
2025
Q4 		$283K Buy
5,694
+820
+17% +$46.6K 0.01% 477
2025
Q3 		$317K Buy
4,874
+31
+0.6% +$2.02K 0.01% 448
2025
Q2 		$296K Buy
+4,843
New +$271K 0.01% 430

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM

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

Exencial Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 475% in Q1 2026, buying an estimated $1.17M and bringing the position to 32,716 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #269.

Exencial Wealth Advisors first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. 1,547 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Exencial Wealth Advisors held 32,716 shares of iShares Bitcoin Trust worth $1.26M as of Q1 2026.
  • Exencial Wealth Advisors bought 27,022 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.17M.
  • iShares Bitcoin Trust made up 0.04% of Exencial Wealth Advisors's portfolio in Q1 2026, its #269 holding.
  • Exencial Wealth Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • 1,547 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.