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Leo Wealth LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Leo Wealth LLC’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 		$1.24M Buy
32,348
+5,141
+19% +$223K 0.09% 162
2025
Q4 		$1.35M Buy
27,207
+8,651
+47% +$491K 0.1% 156
2025
Q3 		$1.21M Sell
18,556
-1,621
-8% -$105K 0.16% 118
2025
Q2 		$1.24M Buy
20,177
+4,599
+30% +$258K 0.1% 160
2025
Q1 		$729K Buy
15,578
+3,684
+31% +$195K 0.1% 149
2024
Q4 		$631K Buy
+11,894
New +$562K 0.06% 203

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 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
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
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

Leo Wealth LLC's IBIT Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares Bitcoin Trust (IBIT) stake by 19% in Q1 2026, buying an estimated $223K and bringing the position to 32,348 shares worth $1.24M. The position accounts for 0.09% of the portfolio, ranked #162.

Leo Wealth LLC first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q4 2025. 1,547 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Leo Wealth LLC held 32,348 shares of iShares Bitcoin Trust worth $1.24M as of Q1 2026.
  • Leo Wealth LLC bought 5,141 iShares Bitcoin Trust shares in Q1 2026, an estimated $223K.
  • iShares Bitcoin Trust made up 0.09% of Leo Wealth LLC's portfolio in Q1 2026, its #162 holding.
  • Leo Wealth LLC first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Leo Wealth LLC's iShares Bitcoin Trust position peaked at $1.35M in Q4 2025.
  • 1,547 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.