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Richmond Investment Services’s iShares Bitcoin Trust IBIT Stock Holding History

Richmond Investment Services’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 		$594K Buy
15,454
+2,072
+15% +$89.7K 0.1% 134
2025
Q4 		$664K Buy
13,382
+1,302
+11% +$74K 0.11% 112
2025
Q3 		$785K Buy
+12,080
New +$786K 0.15% 102

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

Richmond Investment Services's IBIT Position: Q1 2026 in Review

Richmond Investment Services increased its iShares Bitcoin Trust (IBIT) stake by 15% in Q1 2026, buying an estimated $89.7K and bringing the position to 15,454 shares worth $594K. The position accounts for 0.1% of the portfolio, ranked #134.

Richmond Investment Services first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $785K in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Richmond Investment Services held 15,454 shares of iShares Bitcoin Trust worth $594K as of Q1 2026.
  • Richmond Investment Services bought 2,072 iShares Bitcoin Trust shares in Q1 2026, an estimated $89.7K.
  • iShares Bitcoin Trust made up 0.1% of Richmond Investment Services's portfolio in Q1 2026, its #134 holding.
  • Richmond Investment Services first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • Richmond Investment Services's iShares Bitcoin Trust position peaked at $785K in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.