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

Moran 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 		$722K Buy
18,796
+9,346
+99% +$405K 0.02% 389
2025
Q4 		$469K Buy
9,450
+3,553
+60% +$202K 0.01% 403
2025
Q3 		$383K Buy
5,897
+2,532
+75% +$165K 0.01% 435
2025
Q2 		$206K Buy
+3,365
New +$189K 0.01% 470

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

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

Moran Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 99% in Q1 2026, buying an estimated $405K and bringing the position to 18,796 shares worth $722K. The position accounts for 0.02% of the portfolio, ranked #389.

Moran Wealth Management first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Moran Wealth Management held 18,796 shares of iShares Bitcoin Trust worth $722K as of Q1 2026.
  • Moran Wealth Management bought 9,346 iShares Bitcoin Trust shares in Q1 2026, an estimated $405K.
  • iShares Bitcoin Trust made up 0.02% of Moran Wealth Management's portfolio in Q1 2026, its #389 holding.
  • Moran Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.