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Pekin Hardy Strauss’s iShares Bitcoin Trust IBIT Stock Holding History

Pekin Hardy Strauss’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 		$6.65M Sell
173,210
-35,741
-17% -$1.55M 0.7% 39
2025
Q4 		$10.4M Sell
208,951
-18,007
-8% -$1.02M 0.96% 18
2025
Q3 		$14.8M Buy
226,958
+12,147
+6% +$790K 1.48% 7
2025
Q2 		$13.1M Buy
214,811
+43,815
+26% +$2.46M 1.5% 6
2025
Q1 		$8M Buy
170,996
+9,030
+6% +$478K 0.97% 21
2024
Q4 		$8.59M Buy
161,966
+48,385
+43% +$2.28M 1.09% 15
2024
Q3 		$4.1M Buy
113,581
+7,348
+7% +$255K 0.52% 60
2024
Q2 		$3.63M Buy
106,233
+11,488
+12% +$429K 0.5% 60
2024
Q1 		$3.83M Buy
+94,745
New +$2.96M 0.52% 59

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

Pekin Hardy Strauss's IBIT Position: Q1 2026 in Review

Pekin Hardy Strauss reduced its iShares Bitcoin Trust (IBIT) stake by 17% in Q1 2026, selling an estimated $1.55M and leaving 173,210 shares worth $6.65M. The position accounts for 0.7% of the portfolio, ranked #39.

Pekin Hardy Strauss first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.8M in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Pekin Hardy Strauss held 173,210 shares of iShares Bitcoin Trust worth $6.65M as of Q1 2026.
  • Pekin Hardy Strauss sold 35,741 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.55M.
  • iShares Bitcoin Trust made up 0.7% of Pekin Hardy Strauss's portfolio in Q1 2026, its #39 holding.
  • Pekin Hardy Strauss first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Pekin Hardy Strauss's iShares Bitcoin Trust position peaked at $14.8M in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.