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VestGen Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

VestGen 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 		$6.82M Buy
148,983
+37,063
+33% +$1.6M 0.18% 111
2025
Q4 		$5.56M Sell
111,920
-8,106
-7% -$460K 0.24% 98
2025
Q3 		$7.8M Buy
120,026
+40,153
+50% +$2.61M 0.26% 85
2025
Q2 		$4.93M Buy
79,873
+13,731
+21% +$769K 0.2% 114
2025
Q1 		$3.1M Buy
+66,142
New +$3.5M 0.14% 148

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

VestGen Advisors's IBIT Position: Q1 2026 in Review

VestGen Advisors increased its iShares Bitcoin Trust (IBIT) stake by 33% in Q1 2026, buying an estimated $1.6M and bringing the position to 148,983 shares worth $6.82M. The position accounts for 0.18% of the portfolio, ranked #111.

VestGen Advisors first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.8M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • VestGen Advisors held 148,983 shares of iShares Bitcoin Trust worth $6.82M as of Q1 2026.
  • VestGen Advisors bought 37,063 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.6M.
  • iShares Bitcoin Trust made up 0.18% of VestGen Advisors's portfolio in Q1 2026, its #111 holding.
  • VestGen Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • VestGen Advisors's iShares Bitcoin Trust position peaked at $7.8M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.