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Great Valley Advisor Group’s iShares Bitcoin Trust IBIT Stock Holding History

Great Valley Advisor Group’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 		$1.83M Buy
47,668
+2,929
+7% +$127K 0.03% 395
2025
Q4 		$2.22M Buy
44,739
+7,062
+19% +$401K 0.04% 320
2025
Q3 		$2.45M Buy
37,677
+2,758
+8% +$179K 0.05% 295
2025
Q2 		$2.14M Buy
34,919
+9,978
+40% +$559K 0.05% 303
2025
Q1 		$1.17M Buy
24,941
+17,443
+233% +$923K 0.03% 418
2024
Q4 		$397K Buy
7,498
+1,795
+31% +$84.8K 0.01% 623
2024
Q3 		$206K Buy
+5,703
New +$198K 0.01% 797
2024
Q2 		– Sell
-5,600
Closed -$227K – 791
2024
Q1 		$227K Buy
+5,600
New +$175K 0.01% 675

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

Great Valley Advisor Group's IBIT Position: Q1 2026 in Review

Great Valley Advisor Group increased its iShares Bitcoin Trust (IBIT) stake by 6.5% in Q1 2026, buying an estimated $127K and bringing the position to 47,668 shares worth $1.83M. The position accounts for 0.03% of the portfolio, ranked #395.

Great Valley Advisor Group first reported a position in IBIT in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.45M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Great Valley Advisor Group held 47,668 shares of iShares Bitcoin Trust worth $1.83M as of Q1 2026.
  • Great Valley Advisor Group bought 2,929 iShares Bitcoin Trust shares in Q1 2026, an estimated $127K.
  • iShares Bitcoin Trust made up 0.03% of Great Valley Advisor Group's portfolio in Q1 2026, its #395 holding.
  • Great Valley Advisor Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
  • Great Valley Advisor Group's iShares Bitcoin Trust position peaked at $2.45M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.