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Summit Trail Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Summit Trail Advisors’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 		$1.31M Buy
34,067
+11,510
+51% +$498K 0.02% 801
2025
Q4 		$1.12M Sell
22,557
-43,728
-66% -$2.48M 0.02% 752
2025
Q3 		$4.31M Buy
66,285
+28,616
+76% +$1.86M 0.06% 169
2025
Q2 		$2.31M Buy
37,669
+29,086
+339% +$1.63M 0.04% 236
2025
Q1 		$402K Sell
8,583
-86,110
-91% -$4.56M 0.01% 276
2024
Q4 		$5.02M Buy
94,693
+22,021
+30% +$1.04M 0.19% 45
2024
Q3 		$2.63M Buy
+72,672
New +$2.52M 0.07% 131

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

Summit Trail Advisors's IBIT Position: Q1 2026 in Review

Summit Trail Advisors increased its iShares Bitcoin Trust (IBIT) stake by 51% in Q1 2026, buying an estimated $498K and bringing the position to 34,067 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #801.

Summit Trail Advisors first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.02M in Q4 2024. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Summit Trail Advisors held 34,067 shares of iShares Bitcoin Trust worth $1.31M as of Q1 2026.
  • Summit Trail Advisors bought 11,510 iShares Bitcoin Trust shares in Q1 2026, an estimated $498K.
  • iShares Bitcoin Trust made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #801 holding.
  • Summit Trail Advisors first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • Summit Trail Advisors's iShares Bitcoin Trust position peaked at $5.02M in Q4 2024.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.