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Medallion Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Medallion Wealth 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 		$22.9K Sell
597
-325
-35% -$14.1K 0.01% 632
2025
Q4 		$45.8K Buy
922
+198
+27% +$11.2K 0.02% 486
2025
Q3 		$47.1K Buy
724
+60
+9% +$3.9K 0.02% 477
2025
Q2 		$39.7K Buy
664
+64
+11% +$3.59K 0.02% 496
2025
Q1 		$29K Buy
600
+525
+700% +$27.8K 0.01% 521
2024
Q4 		$3.98K Buy
+75
New +$3.54K ﹤0.01% 771

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

Medallion Wealth Advisors's IBIT Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 35% in Q1 2026, selling an estimated $14.1K and leaving 597 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #632.

Medallion Wealth Advisors first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $47.1K in Q3 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Medallion Wealth Advisors held 597 shares of iShares Bitcoin Trust worth $22.9K as of Q1 2026.
  • Medallion Wealth Advisors sold 325 iShares Bitcoin Trust shares in Q1 2026, an estimated $14.1K.
  • iShares Bitcoin Trust made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #632 holding.
  • Medallion Wealth Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares Bitcoin Trust position peaked at $47.1K in Q3 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.