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

Physician 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 		$200K Buy
5,214
+107
+2% +$4.63K 0.03% 193
2025
Q4 		$254K Buy
5,107
+982
+24% +$55.8K 0.04% 161
2025
Q3 		$268K Buy
4,125
+1,144
+38% +$74.4K 0.04% 153
2025
Q2 		$182K Buy
2,981
+380
+15% +$21.3K 0.03% 199
2025
Q1 		$122K Buy
2,601
+249
+11% +$13.2K 0.02% 234
2024
Q4 		$125K Buy
+2,352
New +$111K 0.02% 231

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

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

Physician Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 2.1% in Q1 2026, buying an estimated $4.63K and bringing the position to 5,214 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #193.

Physician Wealth Advisors first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $268K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Physician Wealth Advisors held 5,214 shares of iShares Bitcoin Trust worth $200K as of Q1 2026.
  • Physician Wealth Advisors bought 107 iShares Bitcoin Trust shares in Q1 2026, an estimated $4.63K.
  • iShares Bitcoin Trust made up 0.03% of Physician Wealth Advisors's portfolio in Q1 2026, its #193 holding.
  • Physician Wealth Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's iShares Bitcoin Trust position peaked at $268K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.