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

Keebeck 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	$2.72M	Sell	70,711 -3,454	-5%	-$150K	0.31%	87
2025 Q4	$3.68M	Buy	74,165 +6,533	+10%	+$371K	0.42%	68
2025 Q3	$4.4M	Buy	67,632 +291	+0.4%	+$18.9K	0.52%	56
2025 Q2	$4.12M	Buy	67,341 +774	+1%	+$43.4K	0.54%	51
2025 Q1	$3.12M	Sell	66,567 -3,775	-5%	-$200K	0.46%	59
2024 Q4	$3.73M	Sell	70,342 -251	-0.4%	-$11.9K	0.54%	55
2024 Q3	$2.55M	Sell	70,593 -3,360	-5%	-$117K	0.37%	74
2024 Q2	$2.52M	Buy	73,953 +3,399	+5%	+$127K	0.37%	80
2024 Q1	$2.86M	Buy	+70,554	New	+$2.2M	0.42%	67

Other funds holding IBIT

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Galaxy Digital New York $1.16B AUM

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

Keebeck Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 4.7% in Q1 2026, selling an estimated $150K and leaving 70,711 shares worth $2.72M. The position accounts for 0.31% of the portfolio, ranked #87.

Keebeck Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.4M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

Keebeck Wealth Management held 70,711 shares of iShares Bitcoin Trust worth $2.72M as of Q1 2026.
Keebeck Wealth Management sold 3,454 iShares Bitcoin Trust shares in Q1 2026, an estimated $150K.
iShares Bitcoin Trust made up 0.31% of Keebeck Wealth Management's portfolio in Q1 2026, its #87 holding.
Keebeck Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
Keebeck Wealth Management's iShares Bitcoin Trust position peaked at $4.4M in Q3 2025.
1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.