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Mutual Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Mutual 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 		$7.57M Buy
196,919
+10,490
+6% +$454K 0.16% 123
2025
Q4 		$9.26M Buy
186,429
+10,138
+6% +$576K 0.2% 99
2025
Q3 		$11M Buy
176,291
+6,745
+4% +$439K 0.24% 71
2025
Q2 		$11.3M Sell
169,546
-3,304
-2% -$185K 0.28% 57
2025
Q1 		$9.38M Buy
172,850
+15,790
+10% +$836K 0.27% 65
2024
Q4 		$8.97M Buy
157,060
+62,338
+66% +$2.94M 0.26% 68
2024
Q3 		$3.68M Buy
94,722
+11,942
+14% +$415K 0.11% 172
2024
Q2 		$3.17M Buy
82,780
+178
+0.2% +$6.65K 0.1% 196
2024
Q1 		$3.34M Buy
+82,602
New +$2.58M 0.11% 180

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

Mutual Advisors's IBIT Position: Q1 2026 in Review

Mutual Advisors increased its iShares Bitcoin Trust (IBIT) stake by 5.6% in Q1 2026, buying an estimated $454K and bringing the position to 196,919 shares worth $7.57M. The position accounts for 0.16% of the portfolio, ranked #123.

Mutual Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.3M in Q2 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Mutual Advisors held 196,919 shares of iShares Bitcoin Trust worth $7.57M as of Q1 2026.
  • Mutual Advisors bought 10,490 iShares Bitcoin Trust shares in Q1 2026, an estimated $454K.
  • iShares Bitcoin Trust made up 0.16% of Mutual Advisors's portfolio in Q1 2026, its #123 holding.
  • Mutual Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Mutual Advisors's iShares Bitcoin Trust position peaked at $11.3M in Q2 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.