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Smith, Moore & Co’s iShares Bitcoin Trust IBIT Stock Holding History

Smith, Moore & Co’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 		$1.42M Sell
36,974
-814
-2% -$35.2K 0.1% 164
2025
Q4 		$1.88M Buy
37,788
+7,741
+26% +$440K 0.14% 129
2025
Q3 		$1.95M Buy
30,047
+4,241
+16% +$276K 0.15% 129
2025
Q2 		$1.58M Sell
25,806
-6,395
-20% -$358K 0.13% 147
2025
Q1 		$1.51M Buy
32,201
+592
+2% +$31.3K 0.14% 149
2024
Q4 		$1.68M Buy
31,609
+9,040
+40% +$427K 0.15% 125
2024
Q3 		$815K Buy
22,569
+2,708
+14% +$94K 0.08% 213
2024
Q2 		$678K Buy
19,861
+200
+1% +$7.47K 0.07% 224
2024
Q1 		$796K Buy
+19,661
New +$613K 0.08% 199

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

Smith, Moore & Co's IBIT Position: Q1 2026 in Review

Smith, Moore & Co reduced its iShares Bitcoin Trust (IBIT) stake by 2.2% in Q1 2026, selling an estimated $35.2K and leaving 36,974 shares worth $1.42M. The position accounts for 0.1% of the portfolio, ranked #164.

Smith, Moore & Co first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.95M in Q3 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Smith, Moore & Co held 36,974 shares of iShares Bitcoin Trust worth $1.42M as of Q1 2026.
  • Smith, Moore & Co sold 814 iShares Bitcoin Trust shares in Q1 2026, an estimated $35.2K.
  • iShares Bitcoin Trust made up 0.1% of Smith, Moore & Co's portfolio in Q1 2026, its #164 holding.
  • Smith, Moore & Co first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • Smith, Moore & Co's iShares Bitcoin Trust position peaked at $1.95M in Q3 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.