Private Advisor Group’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,300
Closed -$299 2778
2025
Q4
$299 Hold
1,300
﹤0.01% 2613
2025
Q3
$16.2K Sell
1,300
-2,800
-68% -$182K ﹤0.01% 2500
2025
Q2
$32.2K Sell
4,100
-3,600
-47% -$202K ﹤0.01% 2376
2025
Q1
$17.7K Sell
7,700
-122,300
-94% -$6.47M ﹤0.01% 2271
2024
Q4
$18.9K Buy
+130,000
New +$6.14M ﹤0.01% 2241

Other funds holding IBIT

Private Advisor Group's IBIT Position: Q1 2026 in Review

Private Advisor Group reduced its iShares Bitcoin Trust (IBIT) stake by 84% in Q1 2026, selling an estimated $54.5M and leaving 241,543 shares worth $9.28M. The position accounts for 0.04% of the portfolio, ranked #426.

Private Advisor Group first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $74.5M in Q4 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Private Advisor Group held 241,543 shares of iShares Bitcoin Trust worth $9.28M as of Q1 2026.
  • Private Advisor Group sold 1,259,035 iShares Bitcoin Trust shares in Q1 2026, an estimated $54.5M.
  • iShares Bitcoin Trust made up 0.04% of Private Advisor Group's portfolio in Q1 2026, its #426 holding.
  • Private Advisor Group first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Private Advisor Group's iShares Bitcoin Trust position peaked at $74.5M in Q4 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.