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FRG Family Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

FRG Family 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 		$639K Buy
16,635
+550
+3% +$23.8K 0.1% 104
2025
Q4 		$799K Buy
16,085
+1,295
+9% +$73.6K 0.12% 98
2025
Q3 		$961K Buy
14,790
+8,725
+144% +$568K 0.15% 91
2025
Q2 		$371K Sell
6,065
-1,545
-20% -$86.6K 0.06% 119
2025
Q1 		$356K Buy
7,610
+2,268
+42% +$120K 0.07% 113
2024
Q4 		$283K Buy
+5,342
New +$252K 0.05% 133

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

FRG Family Wealth Advisors's IBIT Position: Q1 2026 in Review

FRG Family Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 3.4% in Q1 2026, buying an estimated $23.8K and bringing the position to 16,635 shares worth $639K. The position accounts for 0.1% of the portfolio, ranked #104.

FRG Family Wealth Advisors first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $961K in Q3 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • FRG Family Wealth Advisors held 16,635 shares of iShares Bitcoin Trust worth $639K as of Q1 2026.
  • FRG Family Wealth Advisors bought 550 iShares Bitcoin Trust shares in Q1 2026, an estimated $23.8K.
  • iShares Bitcoin Trust made up 0.1% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #104 holding.
  • FRG Family Wealth Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • FRG Family Wealth Advisors's iShares Bitcoin Trust position peaked at $961K in Q3 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.