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Finer Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Finer Wealth 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 		$2.74M Buy
71,374
+14,948
+26% +$647K 1.38% 21
2025
Q4 		$2.8M Buy
56,426
+11,802
+26% +$670K 1.36% 22
2025
Q3 		$2.9M Buy
44,624
+4,956
+12% +$322K 1.45% 22
2025
Q2 		$2.43M Buy
39,668
+22,872
+136% +$1.28M 1.3% 24
2025
Q1 		$786K Buy
16,796
+12,043
+253% +$638K 0.47% 43
2024
Q4 		$252K Buy
+4,753
New +$224K 0.14% 76

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

Finer Wealth Management's IBIT Position: Q1 2026 in Review

Finer Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 26% in Q1 2026, buying an estimated $647K and bringing the position to 71,374 shares worth $2.74M. The position accounts for 1.38% of the portfolio, ranked #21.

Finer Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.9M in Q3 2025. 1,537 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Finer Wealth Management held 71,374 shares of iShares Bitcoin Trust worth $2.74M as of Q1 2026.
  • Finer Wealth Management bought 14,948 iShares Bitcoin Trust shares in Q1 2026, an estimated $647K.
  • iShares Bitcoin Trust made up 1.38% of Finer Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Finer Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Finer Wealth Management's iShares Bitcoin Trust position peaked at $2.9M in Q3 2025.
  • 1,537 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.