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

Heirloom 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 		– Sell
-130,153
Closed -$6.46M – 89
2025
Q4 		$6.46M Buy
130,153
+7,433
+6% +$422K 1.49% 22
2025
Q3 		$7.98M Buy
122,720
+8,142
+7% +$530K 1.93% 18
2025
Q2 		$7.01M Buy
114,578
+2,026
+2% +$114K 1.85% 18
2025
Q1 		$5.27M Buy
112,552
+46,456
+70% +$2.46M 1.51% 22
2024
Q4 		$3.51M Buy
+66,096
New +$3.12M 1.05% 23

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

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

Heirloom Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 130,153 shares — an estimated $6.46M sold.

Heirloom Wealth Management first reported a position in IBIT in Q4 2024 and held it in 5 quarters. The position peaked at $7.98M in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Heirloom Wealth Management reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 130,153 iShares Bitcoin Trust shares in Q1 2026, an estimated $6.46M.
  • Heirloom Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 5 quarters.
  • Heirloom Wealth Management's iShares Bitcoin Trust position peaked at $7.98M in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.