WWA
IBIT icon

WCG Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

WCG 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 		$2.24M Buy
58,229
+31,883
+121% +$1.38M 0.06% 252
2025
Q4 		$1.31M Buy
26,346
+13,675
+108% +$777K 0.04% 322
2025
Q3 		$824K Buy
12,671
+975
+8% +$63.4K 0.05% 256
2025
Q2 		$716K Buy
11,696
+1,459
+14% +$81.8K 0.05% 262
2025
Q1 		$479K Buy
+10,237
New +$542K 0.04% 243

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

WCG Wealth Advisors's IBIT Position: Q1 2026 in Review

WCG Wealth Advisors increased its iShares Bitcoin Trust (IBIT) stake by 121% in Q1 2026, buying an estimated $1.38M and bringing the position to 58,229 shares worth $2.24M. The position accounts for 0.06% of the portfolio, ranked #252.

WCG Wealth Advisors first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • WCG Wealth Advisors held 58,229 shares of iShares Bitcoin Trust worth $2.24M as of Q1 2026.
  • WCG Wealth Advisors bought 31,883 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.38M.
  • iShares Bitcoin Trust made up 0.06% of WCG Wealth Advisors's portfolio in Q1 2026, its #252 holding.
  • WCG Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.