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Private Wealth Management Group’s iShares Bitcoin Trust IBIT Stock Holding History

Private Wealth Management Group’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 		$154K Buy
4,012
+895
+29% +$38.8K 0.04% 100
2025
Q4 		$155K Buy
3,117
+372
+14% +$21.1K 0.04% 95
2025
Q3 		$178K Buy
2,745
+104
+4% +$6.76K 0.05% 89
2025
Q2 		$162K Sell
2,641
-150
-5% -$8.4K 0.05% 93
2025
Q1 		$131K Buy
2,791
+300
+12% +$15.9K 0.05% 100
2024
Q4 		$132K Buy
2,491
+1,800
+260% +$85K 0.05% 100
2024
Q3 		$25K Hold
691
– – 0.01% 249
2024
Q2 		$23.6K Buy
+691
New +$25.8K 0.01% 250

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

Private Wealth Management Group's IBIT Position: Q1 2026 in Review

Private Wealth Management Group increased its iShares Bitcoin Trust (IBIT) stake by 29% in Q1 2026, buying an estimated $38.8K and bringing the position to 4,012 shares worth $154K. The position accounts for 0.04% of the portfolio, ranked #100.

Private Wealth Management Group first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $178K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Private Wealth Management Group held 4,012 shares of iShares Bitcoin Trust worth $154K as of Q1 2026.
  • Private Wealth Management Group bought 895 iShares Bitcoin Trust shares in Q1 2026, an estimated $38.8K.
  • iShares Bitcoin Trust made up 0.04% of Private Wealth Management Group's portfolio in Q1 2026, its #100 holding.
  • Private Wealth Management Group first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Private Wealth Management Group's iShares Bitcoin Trust position peaked at $178K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.