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Perennial Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Perennial Investment 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 		$1.01M Buy
26,264
+3,557
+16% +$154K 0.08% 190
2025
Q4 		$1.13M Sell
22,707
-663
-3% -$37.7K 0.09% 179
2025
Q3 		$1.52M Buy
23,370
+3,559
+18% +$232K 0.13% 135
2025
Q2 		$1.21M Buy
19,811
+4,505
+29% +$252K 0.12% 156
2025
Q1 		$716K Buy
15,306
+2,187
+17% +$116K 0.08% 194
2024
Q4 		$696K Buy
+13,119
New +$619K 0.08% 185
2024
Q3 		– Sell
-6,863
Closed -$234K – 410
2024
Q2 		$234K Buy
+6,863
New +$256K 0.03% 321

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

Perennial Investment Advisors's IBIT Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares Bitcoin Trust (IBIT) stake by 16% in Q1 2026, buying an estimated $154K and bringing the position to 26,264 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #190.

Perennial Investment Advisors first reported a position in IBIT in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q3 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Perennial Investment Advisors held 26,264 shares of iShares Bitcoin Trust worth $1.01M as of Q1 2026.
  • Perennial Investment Advisors bought 3,557 iShares Bitcoin Trust shares in Q1 2026, an estimated $154K.
  • iShares Bitcoin Trust made up 0.08% of Perennial Investment Advisors's portfolio in Q1 2026, its #190 holding.
  • Perennial Investment Advisors first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 7 quarters since.
  • Perennial Investment Advisors's iShares Bitcoin Trust position peaked at $1.52M in Q3 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.