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Independent Family Office’s iShares Bitcoin Trust IBIT Stock Holding History

Independent Family Office’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 		$1.3M Buy
33,850
+1,000
+3% +$43.3K 0.54% 33
2025
Q4 		$1.68M Buy
32,850
+1,750
+6% +$99.4K 0.7% 26
2025
Q3 		$2.02M Buy
31,100
+4,770
+18% +$310K 0.86% 19
2025
Q2 		$1.61M Buy
26,330
+3,755
+17% +$210K 0.75% 24
2025
Q1 		$1.06M Buy
22,575
+7,750
+52% +$410K 0.56% 33
2024
Q4 		$786K Buy
14,825
+2,925
+25% +$138K 0.41% 40
2024
Q3 		$430K Buy
+11,900
New +$413K 0.22% 51

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

Independent Family Office's IBIT Position: Q1 2026 in Review

Independent Family Office increased its iShares Bitcoin Trust (IBIT) stake by 3% in Q1 2026, buying an estimated $43.3K and bringing the position to 33,850 shares worth $1.3M. The position accounts for 0.54% of the portfolio, ranked #33.

Independent Family Office first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.02M in Q3 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Independent Family Office held 33,850 shares of iShares Bitcoin Trust worth $1.3M as of Q1 2026.
  • Independent Family Office bought 1,000 iShares Bitcoin Trust shares in Q1 2026, an estimated $43.3K.
  • iShares Bitcoin Trust made up 0.54% of Independent Family Office's portfolio in Q1 2026, its #33 holding.
  • Independent Family Office first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • Independent Family Office's iShares Bitcoin Trust position peaked at $2.02M in Q3 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.