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Schrum Private Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Schrum Private Wealth Management’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 		$278K Buy
7,225
+52
+0.7% +$2.25K 0.21% 108
2025
Q4 		$356K Sell
7,173
-551
-7% -$31.3K 0.26% 93
2025
Q3 		$502K Buy
7,724
+2,017
+35% +$131K 0.37% 69
2025
Q2 		$349K Buy
5,707
+424
+8% +$23.8K 0.28% 85
2025
Q1 		$247K Buy
+5,283
New +$280K 0.22% 108

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

Schrum Private Wealth Management's IBIT Position: Q1 2026 in Review

Schrum Private Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 0.72% in Q1 2026, buying an estimated $2.25K and bringing the position to 7,225 shares worth $278K. The position accounts for 0.21% of the portfolio, ranked #108.

Schrum Private Wealth Management first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $502K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Schrum Private Wealth Management held 7,225 shares of iShares Bitcoin Trust worth $278K as of Q1 2026.
  • Schrum Private Wealth Management bought 52 iShares Bitcoin Trust shares in Q1 2026, an estimated $2.25K.
  • iShares Bitcoin Trust made up 0.21% of Schrum Private Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Schrum Private Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • Schrum Private Wealth Management's iShares Bitcoin Trust position peaked at $502K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.