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Financial Consulate’s iShares Bitcoin Trust IBIT Stock Holding History

Financial Consulate’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 		$128K Buy
3,341
+200
+6% +$8.66K 0.02% 188
2025
Q4 		$156K Buy
3,141
+700
+29% +$39.8K 0.02% 186
2025
Q3 		$159K Buy
+2,441
New +$159K 0.02% 183

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

Financial Consulate's IBIT Position: Q1 2026 in Review

Financial Consulate increased its iShares Bitcoin Trust (IBIT) stake by 6.4% in Q1 2026, buying an estimated $8.66K and bringing the position to 3,341 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #188.

Financial Consulate first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $159K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Financial Consulate held 3,341 shares of iShares Bitcoin Trust worth $128K as of Q1 2026.
  • Financial Consulate bought 200 iShares Bitcoin Trust shares in Q1 2026, an estimated $8.66K.
  • iShares Bitcoin Trust made up 0.02% of Financial Consulate's portfolio in Q1 2026, its #188 holding.
  • Financial Consulate first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's iShares Bitcoin Trust position peaked at $159K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.