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Forte Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Forte Asset 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 		$5.11M Buy
132,895
+34,972
+36% +$1.51M 2.24% 16
2025
Q4 		$4.86M Buy
97,923
+40,394
+70% +$2.29M 2.21% 17
2025
Q3 		$3.74M Sell
57,529
-7,896
-12% -$514K 1.8% 21
2025
Q2 		$4M Sell
65,425
-22,733
-26% -$1.27M 2.04% 20
2025
Q1 		$4.13M Buy
88,158
+14,105
+19% +$747K 2.08% 19
2024
Q4 		$3.93M Sell
74,053
-15,652
-17% -$739K 2.09% 18
2024
Q3 		$3.24M Buy
89,705
+61,966
+223% +$2.15M 1.73% 20
2024
Q2 		$947K Buy
+27,739
New +$1.04M 0.56% 39

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

Forte Asset Management's IBIT Position: Q1 2026 in Review

Forte Asset Management increased its iShares Bitcoin Trust (IBIT) stake by 36% in Q1 2026, buying an estimated $1.51M and bringing the position to 132,895 shares worth $5.11M. The position accounts for 2.24% of the portfolio, ranked #16.

Forte Asset Management first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Forte Asset Management held 132,895 shares of iShares Bitcoin Trust worth $5.11M as of Q1 2026.
  • Forte Asset Management bought 34,972 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.51M.
  • iShares Bitcoin Trust made up 2.24% of Forte Asset Management's portfolio in Q1 2026, its #16 holding.
  • Forte Asset Management first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Forte Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.