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Meridian Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Meridian 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 		$1.03M Buy
26,775
+1,602
+6% +$69.4K 0.04% 354
2025
Q4 		$1.25M Buy
25,173
+7,765
+45% +$441K 0.04% 305
2025
Q3 		$1.13M Buy
17,408
+10,568
+155% +$687K 0.04% 305
2025
Q2 		$419K Buy
6,840
+1,731
+34% +$97K 0.02% 492
2025
Q1 		$239K Buy
5,109
+902
+21% +$47.8K 0.01% 564
2024
Q4 		$223K Buy
+4,207
New +$199K 0.01% 584

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

Meridian Wealth Management's IBIT Position: Q1 2026 in Review

Meridian Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 6.4% in Q1 2026, buying an estimated $69.4K and bringing the position to 26,775 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #354.

Meridian Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.25M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Meridian Wealth Management held 26,775 shares of iShares Bitcoin Trust worth $1.03M as of Q1 2026.
  • Meridian Wealth Management bought 1,602 iShares Bitcoin Trust shares in Q1 2026, an estimated $69.4K.
  • iShares Bitcoin Trust made up 0.04% of Meridian Wealth Management's portfolio in Q1 2026, its #354 holding.
  • Meridian Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Meridian Wealth Management's iShares Bitcoin Trust position peaked at $1.25M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.