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

Wealth Preservation 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 		$71K Sell
1,848
-455
-20% -$19.7K 0.06% 135
2025
Q4 		$114K Buy
2,303
+280
+14% +$15.9K 0.06% 126
2025
Q3 		$131K Sell
2,023
-5,499
-73% -$358K 0.08% 108
2025
Q2 		$460K Buy
7,522
+455
+6% +$25.5K 0.28% 47
2025
Q1 		$331K Buy
+7,067
New +$374K 0.24% 59

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 Preservation Advisors's IBIT Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 20% in Q1 2026, selling an estimated $19.7K and leaving 1,848 shares worth $71K. The position accounts for 0.06% of the portfolio, ranked #135.

Wealth Preservation Advisors first reported a position in IBIT in Q1 2025 and has held it in 5 quarters since. The position peaked at $460K in Q2 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Wealth Preservation Advisors held 1,848 shares of iShares Bitcoin Trust worth $71K as of Q1 2026.
  • Wealth Preservation Advisors sold 455 iShares Bitcoin Trust shares in Q1 2026, an estimated $19.7K.
  • iShares Bitcoin Trust made up 0.06% of Wealth Preservation Advisors's portfolio in Q1 2026, its #135 holding.
  • Wealth Preservation Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's iShares Bitcoin Trust position peaked at $460K in Q2 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.