SL
IBIT icon

Salomon & Ludwin’s iShares Bitcoin Trust IBIT Stock Holding History

Salomon & Ludwin’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 		$324K Buy
8,545
+1,541
+22% +$66.7K 0.03% 139
2025
Q4 		$374K Sell
7,004
-1,169
-14% -$66.4K 0.03% 132
2025
Q3 		$571K Buy
8,173
+130
+2% +$8.46K 0.05% 109
2025
Q2 		$502K Buy
8,043
+7,015
+682% +$393K 0.05% 106
2025
Q1 		$48.1K Buy
1,028
+870
+551% +$46.1K 0.01% 256
2024
Q4 		$8.38K Buy
158
+7
+5% +$331 ﹤0.01% 464
2024
Q3 		$5.46K Buy
151
+8
+6% +$278 ﹤0.01% 518
2024
Q2 		$4.88K Buy
143
+43
+43% +$1.61K ﹤0.01% 526
2024
Q1 		$4.05K Buy
+100
New +$3.12K ﹤0.01% 656

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

Salomon & Ludwin's IBIT Position: Q1 2026 in Review

Salomon & Ludwin increased its iShares Bitcoin Trust (IBIT) stake by 22% in Q1 2026, buying an estimated $66.7K and bringing the position to 8,545 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #139.

Salomon & Ludwin first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $571K in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Salomon & Ludwin held 8,545 shares of iShares Bitcoin Trust worth $324K as of Q1 2026.
  • Salomon & Ludwin bought 1,541 iShares Bitcoin Trust shares in Q1 2026, an estimated $66.7K.
  • iShares Bitcoin Trust made up 0.03% of Salomon & Ludwin's portfolio in Q1 2026, its #139 holding.
  • Salomon & Ludwin first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Salomon & Ludwin's iShares Bitcoin Trust position peaked at $571K in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.