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Tradition Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Tradition 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 		$400K Sell
10,410
-938
-8% -$40.6K 0.03% 331
2025
Q4 		$563K Buy
11,348
+1,217
+12% +$69.1K 0.04% 269
2025
Q3 		$659K Buy
10,131
+138
+1% +$8.98K 0.05% 241
2025
Q2 		$612K Sell
9,993
-1,872
-16% -$105K 0.05% 237
2025
Q1 		$555K Buy
11,865
+5,644
+91% +$299K 0.05% 236
2024
Q4 		$330K Buy
+6,221
New +$294K 0.03% 307

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

Tradition Wealth Management's IBIT Position: Q1 2026 in Review

Tradition Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 8.3% in Q1 2026, selling an estimated $40.6K and leaving 10,410 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #331.

Tradition Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 6 quarters since. The position peaked at $659K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Tradition Wealth Management held 10,410 shares of iShares Bitcoin Trust worth $400K as of Q1 2026.
  • Tradition Wealth Management sold 938 iShares Bitcoin Trust shares in Q1 2026, an estimated $40.6K.
  • iShares Bitcoin Trust made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #331 holding.
  • Tradition Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 6 quarters since.
  • Tradition Wealth Management's iShares Bitcoin Trust position peaked at $659K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.