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Legacy Capital Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Legacy Capital 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 		– Sell
-53,930
Closed -$2.34M – 71
2025
Q4 		$2.68M Buy
+53,930
New +$3.06M 1.62% 27
2024
Q4 		$703K Buy
+13,245
New +$625K 0.7% 37

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Legacy Capital Wealth Management's IBIT Position: Q1 2026 in Review

Legacy Capital Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 53,930 shares — an estimated $2.34M sold.

Legacy Capital Wealth Management first reported a position in IBIT in Q4 2024 and held it in 2 quarters. The position peaked at $2.68M in Q4 2025. 1,556 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Legacy Capital Wealth Management reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Wealth Management sold 53,930 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.34M.
  • Legacy Capital Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 2 quarters.
  • Legacy Capital Wealth Management's iShares Bitcoin Trust position peaked at $2.68M in Q4 2025.
  • 1,556 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Legacy Capital Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.