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

IHT 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 		$6.23M Buy
162,202
+6,141
+4% +$266K 0.14% 141
2025
Q4 		$7.75M Buy
156,061
+14,023
+10% +$797K 0.19% 110
2025
Q3 		$9.23M Buy
142,038
+8,872
+7% +$577K 0.23% 95
2025
Q2 		$8.15M Buy
133,166
+21,032
+19% +$1.18M 0.22% 96
2025
Q1 		$5.25M Buy
112,134
+64,630
+136% +$3.42M 0.16% 127
2024
Q4 		$2.52M Sell
47,504
-28,896
-38% -$1.36M 0.08% 229
2024
Q3 		$2.72M Buy
76,400
+43,804
+134% +$1.52M 0.08% 253
2024
Q2 		$1.11M Buy
32,596
+6,410
+24% +$239K 0.04% 392
2024
Q1 		$1.06M Buy
+26,186
New +$817K 0.04% 402

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

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

IHT Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 3.9% in Q1 2026, buying an estimated $266K and bringing the position to 162,202 shares worth $6.23M. The position accounts for 0.14% of the portfolio, ranked #141.

IHT Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.23M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • IHT Wealth Management held 162,202 shares of iShares Bitcoin Trust worth $6.23M as of Q1 2026.
  • IHT Wealth Management bought 6,141 iShares Bitcoin Trust shares in Q1 2026, an estimated $266K.
  • iShares Bitcoin Trust made up 0.14% of IHT Wealth Management's portfolio in Q1 2026, its #141 holding.
  • IHT Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • IHT Wealth Management's iShares Bitcoin Trust position peaked at $9.23M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

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