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Magnolia Private Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Magnolia Private Wealth’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 		$294K Buy
7,659
+1,163
+18% +$50.4K 0.2% 105
2025
Q4 		$323K Buy
+6,496
New +$369K 0.23% 86

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

Magnolia Private Wealth's IBIT Position: Q1 2026 in Review

Magnolia Private Wealth increased its iShares Bitcoin Trust (IBIT) stake by 18% in Q1 2026, buying an estimated $50.4K and bringing the position to 7,659 shares worth $294K. The position accounts for 0.2% of the portfolio, ranked #105.

Magnolia Private Wealth first reported a position in IBIT in Q4 2025 and has held it in 2 quarters since. The position peaked at $323K in Q4 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Magnolia Private Wealth held 7,659 shares of iShares Bitcoin Trust worth $294K as of Q1 2026.
  • Magnolia Private Wealth bought 1,163 iShares Bitcoin Trust shares in Q1 2026, an estimated $50.4K.
  • iShares Bitcoin Trust made up 0.2% of Magnolia Private Wealth's portfolio in Q1 2026, its #105 holding.
  • Magnolia Private Wealth first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • Magnolia Private Wealth's iShares Bitcoin Trust position peaked at $323K in Q4 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.