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U.S. Capital Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

U.S. Capital Wealth 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 		$2.35M Buy
61,141
+27,121
+80% +$1.17M 0.06% 321
2025
Q4 		$1.69M Buy
34,020
+4,479
+15% +$254K 0.04% 377
2025
Q3 		$1.92M Buy
29,541
+13,909
+89% +$905K 0.05% 341
2025
Q2 		$957K Buy
15,632
+1,963
+14% +$110K 0.03% 436
2025
Q1 		$640K Sell
13,669
-21,512
-61% -$1.14M 0.02% 528
2024
Q4 		$1.87M Buy
35,181
+26,475
+304% +$1.25M 0.06% 308
2024
Q3 		$315K Sell
8,706
-50
-0.6% -$1.74K 0.01% 575
2024
Q2 		$299K Buy
8,756
+3,431
+64% +$128K 0.01% 570
2024
Q1 		$216K Buy
+5,325
New +$166K 0.01% 631

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 $6.73T AUM 46.02% 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

U.S. Capital Wealth Advisors's IBIT Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 80% in Q1 2026, buying an estimated $1.17M and bringing the position to 61,141 shares worth $2.35M. The position accounts for 0.06% of the portfolio, ranked #321.

U.S. Capital Wealth Advisors first reported a position in IBIT in Q1 2024 and has held it in 9 quarters since. 1,542 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • U.S. Capital Wealth Advisors held 61,141 shares of iShares Bitcoin Trust worth $2.35M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 27,121 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.17M.
  • iShares Bitcoin Trust made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #321 holding.
  • U.S. Capital Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 9 quarters since.
  • 1,542 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.