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Wealth Alliance’s iShares Bitcoin Trust IBIT Stock Holding History

Wealth Alliance’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 		$1.02M Buy
26,433
+11,612
+78% +$503K 0.1% 183
2025
Q4 		$736K Sell
14,821
-8,902
-38% -$506K 0.07% 233
2025
Q3 		$1.54M Buy
23,723
+2,961
+14% +$193K 0.16% 123
2025
Q2 		$1.27M Buy
20,762
+6,864
+49% +$385K 0.14% 141
2025
Q1 		$651K Buy
+13,898
New +$736K 0.08% 227

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

Wealth Alliance's IBIT Position: Q1 2026 in Review

Wealth Alliance increased its iShares Bitcoin Trust (IBIT) stake by 78% in Q1 2026, buying an estimated $503K and bringing the position to 26,433 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #183.

Wealth Alliance first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.54M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Wealth Alliance held 26,433 shares of iShares Bitcoin Trust worth $1.02M as of Q1 2026.
  • Wealth Alliance bought 11,612 iShares Bitcoin Trust shares in Q1 2026, an estimated $503K.
  • iShares Bitcoin Trust made up 0.1% of Wealth Alliance's portfolio in Q1 2026, its #183 holding.
  • Wealth Alliance first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • Wealth Alliance's iShares Bitcoin Trust position peaked at $1.54M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.