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Lake Street Advisors Group’s iShares Bitcoin Trust IBIT Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$2.16M Buy
40,791
+16,982
+71% +$802K 0.1% 128
2024
Q3 		$860K Sell
23,809
-46
-0.2% -$1.6K 0.04% 236
2024
Q2 		$814K Buy
+23,855
New +$891K 0.04% 248

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

Lake Street Advisors Group's IBIT Position: Q4 2024 in Review

Lake Street Advisors Group increased its iShares Bitcoin Trust (IBIT) stake by 71% in Q4 2024, buying an estimated $802K and bringing the position to 40,791 shares worth $2.16M. The position accounts for 0.1% of the portfolio, ranked #128.

Lake Street Advisors Group first reported a position in IBIT in Q2 2024 and has held it in 3 quarters since. 1,111 funds tracked by Wall St. Rank hold IBIT as of Q4 2024.

  • Lake Street Advisors Group held 40,791 shares of iShares Bitcoin Trust worth $2.16M as of Q4 2024.
  • Lake Street Advisors Group bought 16,982 iShares Bitcoin Trust shares in Q4 2024, an estimated $802K.
  • iShares Bitcoin Trust made up 0.1% of Lake Street Advisors Group's portfolio in Q4 2024, its #128 holding.
  • Lake Street Advisors Group first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 3 quarters since.
  • 1,111 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.