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Trifecta Capital Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Trifecta Capital 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 		$730 Buy
+19
New +$823 ﹤0.01% 267
2025
Q3 		– Sell
-1,765
Closed -$108K – 487
2025
Q2 		$108K Buy
+1,765
New +$98.9K 0.02% 140

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

Trifecta Capital Advisors's IBIT Position: Q1 2026 in Review

Trifecta Capital Advisors opened a new position in iShares Bitcoin Trust (IBIT) in Q1 2026: 19 shares worth $730. The stake represents ﹤0.01% of the portfolio and ranks #267 among its holdings. This is a return to the name: Trifecta Capital Advisors previously reported a position in IBIT as recently as Q2 2025.

Trifecta Capital Advisors first reported a position in IBIT in Q2 2025 and has held it in 2 quarters since. The position peaked at $108K in Q2 2025. 1,538 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Trifecta Capital Advisors held 19 shares of iShares Bitcoin Trust worth $730 as of Q1 2026.
  • iShares Bitcoin Trust was a new Trifecta Capital Advisors position in Q1 2026.
  • iShares Bitcoin Trust made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #267 holding.
  • Trifecta Capital Advisors first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 2 quarters since.
  • Trifecta Capital Advisors's iShares Bitcoin Trust position peaked at $108K in Q2 2025.
  • 1,538 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.