Optima Capital’s iShares Bitcoin Trust IBIT Stock Holding History

Optima Capital’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	–	Sell	-309	Closed	-$15.3K	–	683
2025 Q4	$15.3K	Buy	+309	New	+$17.6K	0.01%	466

Other funds holding IBIT

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Galaxy Digital New York $1.16B AUM

Optima Capital's IBIT Position: Q1 2026 in Review

Optima Capital sold out of iShares Bitcoin Trust (IBIT) in Q1 2026, closing a stake of 309 shares — an estimated $15.3K sold.

Optima Capital first reported a position in IBIT in Q4 2025 and held it in 1 quarter. The position peaked at $15.3K in Q4 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

Optima Capital reported no remaining iShares Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 309 iShares Bitcoin Trust shares in Q1 2026, an estimated $15.3K.
Optima Capital first reported a position in iShares Bitcoin Trust in Q4 2025 and held it in 1 quarter.
Optima Capital's iShares Bitcoin Trust position peaked at $15.3K in Q4 2025.
1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.