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Wealthspire Advisors (New York)’s iShares Bitcoin Trust IBIT Stock Holding History

Wealthspire Advisors (New York)’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 		$5.46M Buy
142,193
+17,091
+14% +$740K 0.04% 160
2025
Q4 		$6.21M Buy
125,102
+3,735
+3% +$212K 0.05% 143
2025
Q3 		$7.89M Buy
121,367
+15,608
+15% +$1.02M 0.04% 132
2025
Q2 		$6.47M Sell
105,759
-274
-0.3% -$15.4K 0.04% 141
2025
Q1 		$4.96M Buy
106,033
+28,531
+37% +$1.51M 0.03% 163
2024
Q4 		$4.11M Buy
77,502
+60,396
+353% +$2.85M 0.04% 157
2024
Q3 		$618K Buy
17,106
+1,708
+11% +$59.3K 0.01% 451
2024
Q2 		$526K Buy
+15,398
New +$575K 0.01% 420

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 $6.73T AUM 46.02% 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

Wealthspire Advisors (New York)'s IBIT Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares Bitcoin Trust (IBIT) stake by 14% in Q1 2026, buying an estimated $740K and bringing the position to 142,193 shares worth $5.46M. The position accounts for 0.04% of the portfolio, ranked #160.

Wealthspire Advisors (New York) first reported a position in IBIT in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.89M in Q3 2025. 1,542 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Wealthspire Advisors (New York) held 142,193 shares of iShares Bitcoin Trust worth $5.46M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 17,091 iShares Bitcoin Trust shares in Q1 2026, an estimated $740K.
  • iShares Bitcoin Trust made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #160 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 8 quarters since.
  • Wealthspire Advisors (New York)'s iShares Bitcoin Trust position peaked at $7.89M in Q3 2025.
  • 1,542 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.