IWA
IBIT icon

Icon Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Icon 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 		$958K Buy
22,404
+2,045
+10% +$88.5K 0.06% 175
2025
Q4 		$1.01M Buy
20,359
+4,122
+25% +$234K 0.07% 174
2025
Q3 		$1.06M Buy
16,237
+2,091
+15% +$136K 0.07% 175
2025
Q2 		$866K Buy
14,146
+2,522
+22% +$141K 0.06% 184
2025
Q1 		$544K Buy
+11,624
New +$615K 0.04% 210

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

Icon Wealth Advisors's IBIT Position: Q1 2026 in Review

Icon Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 10% in Q1 2026, buying an estimated $88.5K and bringing the position to 22,404 shares worth $958K. The position accounts for 0.06% of the portfolio, ranked #175.

Icon Wealth Advisors first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.06M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Icon Wealth Advisors held 22,404 shares of iShares Bitcoin Trust worth $958K as of Q1 2026.
  • Icon Wealth Advisors bought 2,045 iShares Bitcoin Trust shares in Q1 2026, an estimated $88.5K.
  • iShares Bitcoin Trust made up 0.06% of Icon Wealth Advisors's portfolio in Q1 2026, its #175 holding.
  • Icon Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • Icon Wealth Advisors's iShares Bitcoin Trust position peaked at $1.06M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.