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Opal Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Opal Wealth 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 		$172K Buy
+4,488
New +$194K 0.04% 225
2025
Q3 		– Sell
-1,463
Closed -$89.6K – 349
2025
Q2 		$89.6K Buy
1,463
+411
+39% +$23K 0.02% 289
2025
Q1 		$49.2K Buy
+1,052
New +$55.7K 0.02% 359

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

Opal Wealth Advisors's IBIT Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in iShares Bitcoin Trust (IBIT) in Q1 2026: 4,488 shares worth $172K. The stake represents 0.04% of the portfolio and ranks #225 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in IBIT as recently as Q2 2025.

Opal Wealth Advisors first reported a position in IBIT in Q1 2025 and has held it in 3 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Opal Wealth Advisors held 4,488 shares of iShares Bitcoin Trust worth $172K as of Q1 2026.
  • iShares Bitcoin Trust was a new Opal Wealth Advisors position in Q1 2026.
  • iShares Bitcoin Trust made up 0.04% of Opal Wealth Advisors's portfolio in Q1 2026, its #225 holding.
  • Opal Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 3 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.