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North Star Investment Management’s iShares Bitcoin Trust IBIT Stock Holding History

North Star Investment 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 		$244K Buy
6,340
+340
+6% +$14.7K 0.01% 469
2025
Q4 		$298K Buy
6,000
+1,685
+39% +$95.7K 0.02% 389
2025
Q3 		$280K Buy
4,315
+1,466
+51% +$95.4K 0.02% 388
2025
Q2 		$174K Buy
2,849
+250
+10% +$14K 0.01% 438
2025
Q1 		$122K Buy
2,599
+271
+12% +$14.3K 0.01% 484
2024
Q4 		$124K Buy
2,328
+428
+23% +$20.2K 0.01% 476
2024
Q3 		$68.6K Hold
1,900
– – ﹤0.01% 552
2024
Q2 		$64.9K Hold
1,900
– – ﹤0.01% 559
2024
Q1 		$76.9K Buy
+1,900
New +$59.3K 0.01% 549

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

North Star Investment Management's IBIT Position: Q1 2026 in Review

North Star Investment Management increased its iShares Bitcoin Trust (IBIT) stake by 5.7% in Q1 2026, buying an estimated $14.7K and bringing the position to 6,340 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #469.

North Star Investment Management first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $298K in Q4 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • North Star Investment Management held 6,340 shares of iShares Bitcoin Trust worth $244K as of Q1 2026.
  • North Star Investment Management bought 340 iShares Bitcoin Trust shares in Q1 2026, an estimated $14.7K.
  • iShares Bitcoin Trust made up 0.01% of North Star Investment Management's portfolio in Q1 2026, its #469 holding.
  • North Star Investment Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • North Star Investment Management's iShares Bitcoin Trust position peaked at $298K in Q4 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.