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Integrated Wealth Concepts’s iShares Bitcoin Trust IBIT Stock Holding History

Integrated Wealth Concepts’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 		$12.6M Buy
327,608
+222,722
+212% +$9.64M 0.1% 208
2025
Q4 		$5.21M Sell
104,886
-75,687
-42% -$4.3M 0.06% 281
2025
Q3 		$11.7M Buy
180,573
+62,896
+53% +$4.09M 0.11% 183
2025
Q2 		$7.2M Buy
117,677
+10,367
+10% +$581K 0.07% 263
2025
Q1 		$5.02M Buy
107,310
+46,912
+78% +$2.48M 0.06% 311
2024
Q4 		$3.2M Buy
60,398
+22,846
+61% +$1.08M 0.04% 410
2024
Q3 		$1.36M Buy
37,552
+5,554
+17% +$193K 0.02% 683
2024
Q2 		$1.09M Sell
31,998
-31,326
-49% -$1.17M 0.01% 720
2024
Q1 		$2.56M Buy
+63,324
New +$1.98M 0.04% 433

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

Integrated Wealth Concepts's IBIT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares Bitcoin Trust (IBIT) stake by 212% in Q1 2026, buying an estimated $9.64M and bringing the position to 327,608 shares worth $12.6M. The position accounts for 0.1% of the portfolio, ranked #208.

Integrated Wealth Concepts first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Integrated Wealth Concepts held 327,608 shares of iShares Bitcoin Trust worth $12.6M as of Q1 2026.
  • Integrated Wealth Concepts bought 222,722 iShares Bitcoin Trust shares in Q1 2026, an estimated $9.64M.
  • iShares Bitcoin Trust made up 0.1% of Integrated Wealth Concepts's portfolio in Q1 2026, its #208 holding.
  • Integrated Wealth Concepts first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

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