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SoFi Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

SoFi Wealth’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 		$1.92M Buy
50,060
+20,574
+70% +$891K 0.09% 31
2025
Q4 		$1.46M Buy
29,486
+8,293
+39% +$471K 0.07% 33
2025
Q3 		$1.38M Buy
21,193
+6,018
+40% +$391K 0.07% 31
2025
Q2 		$929K Buy
+15,175
New +$850K 0.06% 32

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

SoFi Wealth's IBIT Position: Q1 2026 in Review

SoFi Wealth increased its iShares Bitcoin Trust (IBIT) stake by 70% in Q1 2026, buying an estimated $891K and bringing the position to 50,060 shares worth $1.92M. The position accounts for 0.09% of the portfolio, ranked #31.

SoFi Wealth first reported a position in IBIT in Q2 2025 and has held it in 4 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • SoFi Wealth held 50,060 shares of iShares Bitcoin Trust worth $1.92M as of Q1 2026.
  • SoFi Wealth bought 20,574 iShares Bitcoin Trust shares in Q1 2026, an estimated $891K.
  • iShares Bitcoin Trust made up 0.09% of SoFi Wealth's portfolio in Q1 2026, its #31 holding.
  • SoFi Wealth first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on SoFi Wealth's 13F filing for Q1 2026, filed 5 May 2026.