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NorthRock Partners’s iShares Bitcoin Trust IBIT Stock Holding History

NorthRock Partners’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 		$1.3M Buy
33,958
+6,203
+22% +$269K 0.02% 256
2025
Q4 		$1.38M Buy
27,755
+13,936
+101% +$792K 0.02% 238
2025
Q3 		$898K Buy
13,819
+2,554
+23% +$166K 0.02% 370
2025
Q2 		$690K Buy
11,265
+3,953
+54% +$222K 0.02% 323
2025
Q1 		$342K Buy
7,312
+2,136
+41% +$113K 0.01% 442
2024
Q4 		$275K Buy
+5,176
New +$244K 0.01% 498

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

NorthRock Partners's IBIT Position: Q1 2026 in Review

NorthRock Partners increased its iShares Bitcoin Trust (IBIT) stake by 22% in Q1 2026, buying an estimated $269K and bringing the position to 33,958 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #256.

NorthRock Partners first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • NorthRock Partners held 33,958 shares of iShares Bitcoin Trust worth $1.3M as of Q1 2026.
  • NorthRock Partners bought 6,203 iShares Bitcoin Trust shares in Q1 2026, an estimated $269K.
  • iShares Bitcoin Trust made up 0.02% of NorthRock Partners's portfolio in Q1 2026, its #256 holding.
  • NorthRock Partners first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • NorthRock Partners's iShares Bitcoin Trust position peaked at $1.38M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.