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Naviter Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Naviter Wealth’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 		$268K Sell
6,985
-510
-7% -$22.1K 0.03% 244
2025
Q4 		$372K Sell
7,495
-170
-2% -$9.66K 0.05% 216
2025
Q3 		$498K Sell
7,665
-859
-10% -$55.9K 0.06% 201
2025
Q2 		$522K Buy
8,524
+2,168
+34% +$121K 0.06% 189
2025
Q1 		$302K Sell
6,356
-44
-0.7% -$2.33K 0.04% 232
2024
Q4 		$340K Hold
6,400
– – 0.04% 226
2024
Q3 		$231K Buy
6,400
+44
+0.7% +$1.53K 0.03% 219
2024
Q2 		$217K Hold
6,356
– – 0.03% 216
2024
Q1 		$257K Buy
+6,356
New +$198K 0.04% 202

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

Naviter Wealth's IBIT Position: Q1 2026 in Review

Naviter Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 6.8% in Q1 2026, selling an estimated $22.1K and leaving 6,985 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #244.

Naviter Wealth first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $522K in Q2 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Naviter Wealth held 6,985 shares of iShares Bitcoin Trust worth $268K as of Q1 2026.
  • Naviter Wealth sold 510 iShares Bitcoin Trust shares in Q1 2026, an estimated $22.1K.
  • iShares Bitcoin Trust made up 0.03% of Naviter Wealth's portfolio in Q1 2026, its #244 holding.
  • Naviter Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Naviter Wealth's iShares Bitcoin Trust position peaked at $522K in Q2 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.