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KCM Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

KCM Investment 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 		$344K Buy
8,948
+719
+9% +$31.1K 0.01% 323
2025
Q4 		$409K Buy
8,229
+4,271
+108% +$243K 0.01% 290
2025
Q3 		$257K Buy
+3,958
New +$257K 0.01% 341
2025
Q1 		– Sell
-11,565
Closed -$614K – 368
2024
Q4 		$614K Buy
+11,565
New +$546K 0.02% 242

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

KCM Investment Advisors's IBIT Position: Q1 2026 in Review

KCM Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 8.7% in Q1 2026, buying an estimated $31.1K and bringing the position to 8,948 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #323.

KCM Investment Advisors first reported a position in IBIT in Q4 2024 and has held it in 4 quarters since. The position peaked at $614K in Q4 2024. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • KCM Investment Advisors held 8,948 shares of iShares Bitcoin Trust worth $344K as of Q1 2026.
  • KCM Investment Advisors bought 719 iShares Bitcoin Trust shares in Q1 2026, an estimated $31.1K.
  • iShares Bitcoin Trust made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #323 holding.
  • KCM Investment Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 4 quarters since.
  • KCM Investment Advisors's iShares Bitcoin Trust position peaked at $614K in Q4 2024.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.