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Rialto Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Rialto Wealth Management’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 		$1.34K Buy
35
+24
+218% +$1.04K ﹤0.01% 1011
2025
Q4 		$547 Hold
11
– – ﹤0.01% 1219
2025
Q3 		$715 Hold
11
– – ﹤0.01% 1063
2025
Q2 		$674 Hold
11
– – ﹤0.01% 1006
2025
Q1 		$515 Sell
11
-53
-83% -$2.81K ﹤0.01% 815
2024
Q4 		$3.4K Buy
+64
New +$3.02K ﹤0.01% 467

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

Rialto Wealth Management's IBIT Position: Q1 2026 in Review

Rialto Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 218% in Q1 2026, buying an estimated $1.04K and bringing the position to 35 shares worth $1.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Rialto Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.4K in Q4 2024. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Rialto Wealth Management held 35 shares of iShares Bitcoin Trust worth $1.34K as of Q1 2026.
  • Rialto Wealth Management bought 24 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.04K.
  • iShares Bitcoin Trust made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1011 holding.
  • Rialto Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's iShares Bitcoin Trust position peaked at $3.4K in Q4 2024.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.