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IAG Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

IAG Wealth Partners’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 		$53.1K Sell
1,382
-6,366
-82% -$276K 0.01% 211
2025
Q4 		$385K Buy
7,748
+1,957
+34% +$111K 0.04% 89
2025
Q3 		$376K Buy
5,791
+4,155
+254% +$270K 0.05% 90
2025
Q2 		$100K Buy
1,636
+107
+7% +$6K 0.01% 149
2025
Q1 		$71.6K Buy
1,529
+929
+155% +$49.2K 0.01% 171
2024
Q4 		$31.8K Buy
+600
New +$28.3K 0.01% 233

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

IAG Wealth Partners's IBIT Position: Q1 2026 in Review

IAG Wealth Partners reduced its iShares Bitcoin Trust (IBIT) stake by 82% in Q1 2026, selling an estimated $276K and leaving 1,382 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #211.

IAG Wealth Partners first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $385K in Q4 2025. 1,537 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • IAG Wealth Partners held 1,382 shares of iShares Bitcoin Trust worth $53.1K as of Q1 2026.
  • IAG Wealth Partners sold 6,366 iShares Bitcoin Trust shares in Q1 2026, an estimated $276K.
  • iShares Bitcoin Trust made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #211 holding.
  • IAG Wealth Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • IAG Wealth Partners's iShares Bitcoin Trust position peaked at $385K in Q4 2025.
  • 1,537 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.