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

Kingsview 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 		$7.12M Buy
185,416
+30,595
+20% +$1.32M 0.1% 216
2025
Q4 		$7.69M Buy
154,821
+26,355
+21% +$1.5M 0.11% 178
2025
Q3 		$8.35M Buy
128,466
+29,862
+30% +$1.94M 0.13% 167
2025
Q2 		$6.04M Buy
98,604
+9,579
+11% +$537K 0.1% 206
2025
Q1 		$4.17M Buy
89,025
+13,349
+18% +$707K 0.08% 244
2024
Q4 		$4.01M Buy
75,676
+33,174
+78% +$1.57M 0.08% 240
2024
Q3 		$1.54M Buy
42,502
+2,764
+7% +$96K 0.03% 434
2024
Q2 		$1.36M Buy
39,738
+5,070
+15% +$189K 0.03% 437
2024
Q1 		$1.4M Buy
+34,668
New +$1.08M 0.04% 417

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

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

Kingsview Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 20% in Q1 2026, buying an estimated $1.32M and bringing the position to 185,416 shares worth $7.12M. The position accounts for 0.1% of the portfolio, ranked #216.

Kingsview Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.35M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Kingsview Wealth Management held 185,416 shares of iShares Bitcoin Trust worth $7.12M as of Q1 2026.
  • Kingsview Wealth Management bought 30,595 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.32M.
  • iShares Bitcoin Trust made up 0.1% of Kingsview Wealth Management's portfolio in Q1 2026, its #216 holding.
  • Kingsview Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Kingsview Wealth Management's iShares Bitcoin Trust position peaked at $8.35M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.