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Fiduciary Alliance’s iShares Bitcoin Trust IBIT Stock Holding History

Fiduciary Alliance’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 		$12.9M Sell
302,840
-18,472
-6% -$800K 0.78% 25
2025
Q4 		$16M Sell
321,312
-20,336
-6% -$1.16M 1.04% 16
2025
Q3 		$22.2M Buy
341,648
+28,450
+9% +$1.85M 1.49% 9
2025
Q2 		$19.2M Buy
313,198
+42,283
+16% +$2.37M 1.43% 10
2025
Q1 		$12.7M Buy
270,915
+27,604
+11% +$1.46M 1.25% 17
2024
Q4 		$12.9M Buy
243,311
+23,138
+11% +$1.09M 1.3% 12
2024
Q3 		$7.95M Buy
220,173
+31,505
+17% +$1.09M 1.06% 30
2024
Q2 		$6.64M Buy
188,668
+53,318
+39% +$1.99M 1.08% 32
2024
Q1 		$5.38M Buy
+135,350
New +$4.22M 0.95% 33

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

Fiduciary Alliance's IBIT Position: Q1 2026 in Review

Fiduciary Alliance reduced its iShares Bitcoin Trust (IBIT) stake by 5.7% in Q1 2026, selling an estimated $800K and leaving 302,840 shares worth $12.9M. The position accounts for 0.78% of the portfolio, ranked #25.

Fiduciary Alliance first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $22.2M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Fiduciary Alliance held 302,840 shares of iShares Bitcoin Trust worth $12.9M as of Q1 2026.
  • Fiduciary Alliance sold 18,472 iShares Bitcoin Trust shares in Q1 2026, an estimated $800K.
  • iShares Bitcoin Trust made up 0.78% of Fiduciary Alliance's portfolio in Q1 2026, its #25 holding.
  • Fiduciary Alliance first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Fiduciary Alliance's iShares Bitcoin Trust position peaked at $22.2M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.