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

Signature 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 		$204K Hold
5,307
– – 0.08% 127
2025
Q4 		$263K Buy
5,307
+1,836
+53% +$104K 0.11% 97
2025
Q3 		$226K Sell
3,471
-23
-0.7% -$1.5K 0.09% 108
2025
Q2 		$214K Buy
+3,494
New +$196K 0.08% 113
2024
Q4 		– Sell
-31,307
Closed -$1.13M – 108
2024
Q3 		$1.13M Buy
31,307
+3,556
+13% +$123K 0.45% 71
2024
Q2 		$947K Sell
27,751
-158
-0.6% -$5.9K 0.41% 73
2024
Q1 		$1.02M Buy
+27,909
New +$870K 0.47% 71

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $13.5B AUM 44.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $715M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM

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

Signature Wealth Management Group held its iShares Bitcoin Trust (IBIT) position steady in Q1 2026 at 5,307 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #127.

Signature Wealth Management Group first reported a position in IBIT in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q3 2024. 1,547 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Signature Wealth Management Group held 5,307 shares of iShares Bitcoin Trust worth $204K as of Q1 2026.
  • Signature Wealth Management Group left its iShares Bitcoin Trust share count unchanged in Q1 2026.
  • iShares Bitcoin Trust made up 0.08% of Signature Wealth Management Group's portfolio in Q1 2026, its #127 holding.
  • Signature Wealth Management Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
  • Signature Wealth Management Group's iShares Bitcoin Trust position peaked at $1.13M in Q3 2024.
  • 1,547 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.