Gem Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-49,157
Closed -$2.44M 36
2025
Q4
$2.44M Buy
+49,157
New +$2.79M 2.31% 14

Other funds holding IBIT

Gem Investment Advisors's IBIT Position: Q1 2026 in Review

Gem Investment Advisors sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 49,157 shares — an estimated $2.44M sold.

Gem Investment Advisors first reported a position in IBIT in Q4 2025 and held it in 1 quarter. The position peaked at $2.44M in Q4 2025. 1,547 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Gem Investment Advisors reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Gem Investment Advisors sold 49,157 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.44M.
  • Gem Investment Advisors first reported a position in iShares Bitcoin Trust in Q4 2025 and held it in 1 quarter.
  • Gem Investment Advisors's iShares Bitcoin Trust position peaked at $2.44M in Q4 2025.
  • 1,547 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Gem Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.