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Mount Yale Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Mount Yale 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 		$2.66M Buy
69,337
+62,281
+883% +$2.7M 0.06% 314
2025
Q4 		$350K Buy
+7,056
New +$401K 0.02% 550
2025
Q3 		– Sell
-30,757
Closed -$1.88M – 1092
2025
Q2 		$1.88M Buy
30,757
+1,228
+4% +$68.8K 0.15% 132
2025
Q1 		$1.38M Buy
29,529
+22,704
+333% +$1.2M 0.12% 154
2024
Q4 		$362K Buy
+6,825
New +$322K 0.03% 399

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 $6.73T AUM 46.02% 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

Mount Yale Investment Advisors's IBIT Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 883% in Q1 2026, buying an estimated $2.7M and bringing the position to 69,337 shares worth $2.66M. The position accounts for 0.06% of the portfolio, ranked #314.

Mount Yale Investment Advisors first reported a position in IBIT in Q4 2024 and has held it in 5 quarters since. 1,541 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Mount Yale Investment Advisors held 69,337 shares of iShares Bitcoin Trust worth $2.66M as of Q1 2026.
  • Mount Yale Investment Advisors bought 62,281 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.7M.
  • iShares Bitcoin Trust made up 0.06% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #314 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 5 quarters since.
  • 1,541 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.