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Patten & Patten’s iShares Bitcoin Trust IBIT Stock Holding History

Patten & Patten’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 		$611K Sell
15,907
-10,759
-40% -$466K 0.04% 226
2025
Q4 		$1.32M Sell
26,666
-1,652
-6% -$93.8K 0.08% 164
2025
Q3 		$1.84M Buy
28,318
+7,819
+38% +$509K 0.11% 135
2025
Q2 		$1.25M Buy
20,499
+13,261
+183% +$743K 0.08% 160
2025
Q1 		$339K Buy
+7,238
New +$383K 0.02% 256

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

Patten & Patten's IBIT Position: Q1 2026 in Review

Patten & Patten reduced its iShares Bitcoin Trust (IBIT) stake by 40% in Q1 2026, selling an estimated $466K and leaving 15,907 shares worth $611K. The position accounts for 0.04% of the portfolio, ranked #226.

Patten & Patten first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.84M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Patten & Patten held 15,907 shares of iShares Bitcoin Trust worth $611K as of Q1 2026.
  • Patten & Patten sold 10,759 iShares Bitcoin Trust shares in Q1 2026, an estimated $466K.
  • iShares Bitcoin Trust made up 0.04% of Patten & Patten's portfolio in Q1 2026, its #226 holding.
  • Patten & Patten first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • Patten & Patten's iShares Bitcoin Trust position peaked at $1.84M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.