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Sard Wealth Management Group’s iShares Bitcoin Trust IBIT Stock Holding History

Sard Wealth Management Group’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 		$245K Buy
6,376
+46
+0.7% +$1.99K 0.13% 53
2025
Q4 		$314K Buy
6,330
+179
+3% +$10.2K 0.17% 43
2025
Q3 		$400K Buy
6,151
+231
+4% +$15K 0.23% 36
2025
Q2 		$362K Hold
5,920
– – 0.22% 34
2025
Q1 		$277K Buy
+5,920
New +$313K 0.19% 36

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

Sard Wealth Management Group's IBIT Position: Q1 2026 in Review

Sard Wealth Management Group increased its iShares Bitcoin Trust (IBIT) stake by 0.73% in Q1 2026, buying an estimated $1.99K and bringing the position to 6,376 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #53.

Sard Wealth Management Group first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $400K in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Sard Wealth Management Group held 6,376 shares of iShares Bitcoin Trust worth $245K as of Q1 2026.
  • Sard Wealth Management Group bought 46 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.99K.
  • iShares Bitcoin Trust made up 0.13% of Sard Wealth Management Group's portfolio in Q1 2026, its #53 holding.
  • Sard Wealth Management Group first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • Sard Wealth Management Group's iShares Bitcoin Trust position peaked at $400K in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.