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Moneta Group Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Moneta Group Investment 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 		$14.2M Buy
369,629
+32,682
+10% +$1.42M 0.11% 95
2025
Q4 		$16.7M Buy
336,947
+64,545
+24% +$3.67M 0.13% 81
2025
Q3 		$17.7M Buy
272,402
+16,080
+6% +$1.05M 0.14% 79
2025
Q2 		$15.7M Buy
256,322
+18,203
+8% +$1.02M 0.19% 70
2025
Q1 		$11.1M Buy
238,119
+30,830
+15% +$1.63M 0.15% 86
2024
Q4 		$11M Buy
207,289
+23,307
+13% +$1.1M 0.15% 86
2024
Q3 		$6.65M Buy
183,982
+40,160
+28% +$1.39M 0.1% 113
2024
Q2 		$4.91M Buy
143,822
+84,383
+142% +$3.15M 0.08% 123
2024
Q1 		$2.41M Buy
+59,439
New +$1.85M 0.04% 176

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

Moneta Group Investment Advisors's IBIT Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 9.7% in Q1 2026, buying an estimated $1.42M and bringing the position to 369,629 shares worth $14.2M. The position accounts for 0.11% of the portfolio, ranked #95.

Moneta Group Investment Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $17.7M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Moneta Group Investment Advisors held 369,629 shares of iShares Bitcoin Trust worth $14.2M as of Q1 2026.
  • Moneta Group Investment Advisors bought 32,682 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.42M.
  • iShares Bitcoin Trust made up 0.11% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #95 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Moneta Group Investment Advisors's iShares Bitcoin Trust position peaked at $17.7M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.