Lido Advisors
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Lido Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Lido Advisors’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 		$11.8M Sell
306,258
-40,914
-12% -$1.77M 0.04% 294
2025
Q4 		$20.2M Buy
347,172
+93,309
+37% +$5.3M 0.06% 201
2025
Q3 		$16.5M Buy
253,863
+81,007
+47% +$5.27M 0.05% 223
2025
Q2 		$10.6M Buy
172,856
+4,803
+3% +$269K 0.04% 250
2025
Q1 		$7.87M Buy
168,053
+76,665
+84% +$4.06M 0.04% 266
2024
Q4 		$4.85M Buy
91,388
+82,430
+920% +$3.89M 0.02% 330
2024
Q3 		$324K Buy
+8,958
New +$311K ﹤0.01% 1134

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

Lido Advisors's IBIT Position: Q1 2026 in Review

Lido Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 12% in Q1 2026, selling an estimated $1.77M and leaving 306,258 shares worth $11.8M. The position accounts for 0.04% of the portfolio, ranked #294.

Lido Advisors first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $20.2M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Lido Advisors held 306,258 shares of iShares Bitcoin Trust worth $11.8M as of Q1 2026.
  • Lido Advisors sold 40,914 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.77M.
  • iShares Bitcoin Trust made up 0.04% of Lido Advisors's portfolio in Q1 2026, its #294 holding.
  • Lido Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • Lido Advisors's iShares Bitcoin Trust position peaked at $20.2M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.