NW
IBIT icon

NewEdge Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

NewEdge 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 		$8.1M Sell
210,952
-332,470
-61% -$14.4M 0.1% 150
2025
Q4 		$27M Buy
543,422
+275,969
+103% +$15.7M 0.3% 75
2025
Q3 		$15.8M Buy
267,453
+50,359
+23% +$3.28M 0.23% 92
2025
Q2 		$14.5M Buy
217,094
+57,801
+36% +$3.24M 0.23% 94
2025
Q1 		$7.46M Buy
159,293
+32,856
+26% +$1.74M 0.14% 132
2024
Q4 		$6.71M Buy
126,437
+78,038
+161% +$3.68M 0.12% 151
2024
Q3 		$1.75M Buy
48,399
+24,648
+104% +$856K 0.03% 370
2024
Q2 		$811K Buy
23,751
+13,060
+122% +$488K 0.02% 449
2024
Q1 		$361K Buy
+10,691
New +$333K 0.01% 627

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

NewEdge Wealth's IBIT Position: Q1 2026 in Review

NewEdge Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 61% in Q1 2026, selling an estimated $14.4M and leaving 210,952 shares worth $8.1M. The position accounts for 0.1% of the portfolio, ranked #150.

NewEdge Wealth first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $27M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • NewEdge Wealth held 210,952 shares of iShares Bitcoin Trust worth $8.1M as of Q1 2026.
  • NewEdge Wealth sold 332,470 iShares Bitcoin Trust shares in Q1 2026, an estimated $14.4M.
  • iShares Bitcoin Trust made up 0.1% of NewEdge Wealth's portfolio in Q1 2026, its #150 holding.
  • NewEdge Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • NewEdge Wealth's iShares Bitcoin Trust position peaked at $27M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.