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Sage Mountain Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Sage Mountain Advisors’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 		$1.33M Buy
34,539
+251
+0.7% +$10.9K 0.09% 82
2025
Q4 		$1.7M Buy
34,288
+778
+2% +$44.2K 0.09% 114
2025
Q3 		$2.18M Buy
33,510
+20,269
+153% +$1.32M 0.12% 87
2025
Q2 		$810K Buy
13,241
+521
+4% +$29.2K 0.05% 171
2025
Q1 		$595K Buy
12,720
+6,930
+120% +$367K 0.04% 195
2024
Q4 		$307K Buy
+5,790
New +$273K 0.02% 290

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

Sage Mountain Advisors's IBIT Position: Q1 2026 in Review

Sage Mountain Advisors increased its iShares Bitcoin Trust (IBIT) stake by 0.73% in Q1 2026, buying an estimated $10.9K and bringing the position to 34,539 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #82.

Sage Mountain Advisors first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.18M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Sage Mountain Advisors held 34,539 shares of iShares Bitcoin Trust worth $1.33M as of Q1 2026.
  • Sage Mountain Advisors bought 251 iShares Bitcoin Trust shares in Q1 2026, an estimated $10.9K.
  • iShares Bitcoin Trust made up 0.09% of Sage Mountain Advisors's portfolio in Q1 2026, its #82 holding.
  • Sage Mountain Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Sage Mountain Advisors's iShares Bitcoin Trust position peaked at $2.18M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.