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QTR Family Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

QTR Family Wealth’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 		$2.4M Sell
56,916
-35,058
-38% -$1.52M 1% 21
2025
Q4 		$3.58M Sell
91,974
-2,704
-3% -$154K 1.58% 12
2025
Q3 		$6.15M Buy
94,678
+4,079
+5% +$265K 2.92% 5
2025
Q2 		$5.55M Buy
90,599
+61,952
+216% +$3.47M 3.43% 4
2025
Q1 		$1.34M Buy
+28,647
New +$1.52M 1.01% 25

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

QTR Family Wealth's IBIT Position: Q1 2026 in Review

QTR Family Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 38% in Q1 2026, selling an estimated $1.52M and leaving 56,916 shares worth $2.4M. The position accounts for 1% of the portfolio, ranked #21.

QTR Family Wealth first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.15M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • QTR Family Wealth held 56,916 shares of iShares Bitcoin Trust worth $2.4M as of Q1 2026.
  • QTR Family Wealth sold 35,058 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.52M.
  • iShares Bitcoin Trust made up 1% of QTR Family Wealth's portfolio in Q1 2026, its #21 holding.
  • QTR Family Wealth first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's iShares Bitcoin Trust position peaked at $6.15M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.