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Wealth Management Associates’s iShares Bitcoin Trust IBIT Stock Holding History

Wealth Management Associates’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 		$665K Sell
17,296
-13,281
-43% -$575K 0.23% 88
2025
Q4 		$1.52M Sell
30,577
-5,890
-16% -$335K 0.53% 43
2025
Q3 		$2.37M Buy
36,467
+4,260
+13% +$277K 0.84% 31
2025
Q2 		$1.97M Hold
32,207
– – 0.77% 32
2025
Q1 		$1.51M Buy
32,207
+5,945
+23% +$315K 0.65% 37
2024
Q4 		$1.39M Buy
26,262
+8,957
+52% +$423K 0.6% 39
2024
Q3 		$625K Buy
+17,305
New +$601K 0.27% 75

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 Management Associates's IBIT Position: Q1 2026 in Review

Wealth Management Associates reduced its iShares Bitcoin Trust (IBIT) stake by 43% in Q1 2026, selling an estimated $575K and leaving 17,296 shares worth $665K. The position accounts for 0.23% of the portfolio, ranked #88.

Wealth Management Associates first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.37M in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Wealth Management Associates held 17,296 shares of iShares Bitcoin Trust worth $665K as of Q1 2026.
  • Wealth Management Associates sold 13,281 iShares Bitcoin Trust shares in Q1 2026, an estimated $575K.
  • iShares Bitcoin Trust made up 0.23% of Wealth Management Associates's portfolio in Q1 2026, its #88 holding.
  • Wealth Management Associates first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • Wealth Management Associates's iShares Bitcoin Trust position peaked at $2.37M in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.