Van Hulzen Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$369K Buy
9,612
+2,263
+31% +$98K 0.03% 269
2025
Q4
$365K Buy
7,349
+596
+9% +$33.9K 0.03% 253
2025
Q3
$439K Sell
6,753
-996
-13% -$64.8K 0.03% 234
2025
Q2
$474K Sell
7,749
-529
-6% -$29.6K 0.04% 222
2025
Q1
$387K Buy
8,278
+5
+0.1% +$265 0.04% 228
2024
Q4
$439K Buy
8,273
+100
+1% +$4.72K 0.03% 231
2024
Q3
$295K Sell
8,173
-1,850
-18% -$64.2K 0.02% 258
2024
Q2
$342K Buy
+10,023
New +$374K 0.02% 239

Other funds holding IBIT

Van Hulzen Asset Management's IBIT Position: Q1 2026 in Review

Van Hulzen Asset Management increased its iShares Bitcoin Trust (IBIT) stake by 31% in Q1 2026, buying an estimated $98K and bringing the position to 9,612 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #269.

Van Hulzen Asset Management first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $474K in Q2 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Van Hulzen Asset Management held 9,612 shares of iShares Bitcoin Trust worth $369K as of Q1 2026.
  • Van Hulzen Asset Management bought 2,263 iShares Bitcoin Trust shares in Q1 2026, an estimated $98K.
  • iShares Bitcoin Trust made up 0.03% of Van Hulzen Asset Management's portfolio in Q1 2026, its #269 holding.
  • Van Hulzen Asset Management first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Van Hulzen Asset Management's iShares Bitcoin Trust position peaked at $474K in Q2 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.