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SAM Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

SAM 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 		$447K Hold
11,640
– – 0.14% 37
2025
Q4 		$578K Buy
11,640
+872
+8% +$49.5K 0.18% 33
2025
Q3 		$700K Hold
10,768
– – 0.23% 32
2025
Q2 		$659K Hold
10,768
– – 0.23% 30
2025
Q1 		$504K Hold
10,768
– – 0.19% 32
2024
Q4 		$571K Sell
10,768
-1,425
-12% -$67.3K 0.21% 31
2024
Q3 		$441K Buy
+12,193
New +$423K 0.16% 35

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

SAM Advisors's IBIT Position: Q1 2026 in Review

SAM Advisors held its iShares Bitcoin Trust (IBIT) position steady in Q1 2026 at 11,640 shares worth $447K. The position accounts for 0.14% of the portfolio, ranked #37.

SAM Advisors first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $700K in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • SAM Advisors held 11,640 shares of iShares Bitcoin Trust worth $447K as of Q1 2026.
  • SAM Advisors left its iShares Bitcoin Trust share count unchanged in Q1 2026.
  • iShares Bitcoin Trust made up 0.14% of SAM Advisors's portfolio in Q1 2026, its #37 holding.
  • SAM Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • SAM Advisors's iShares Bitcoin Trust position peaked at $700K in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on SAM Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.