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

Whalen Wealth Management’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 		$1.22M Buy
31,809
+23,831
+299% +$1.03M 0.65% 35
2025
Q4 		$396K Sell
7,978
-9,335
-54% -$530K 0.21% 137
2025
Q3 		$1.13M Buy
17,313
+4,661
+37% +$303K 0.66% 38
2025
Q2 		$774K Sell
12,652
-11,259
-47% -$631K 0.49% 60
2025
Q1 		$1.12M Buy
23,911
+18,660
+355% +$988K 0.75% 32
2024
Q4 		$279K Buy
+5,251
New +$248K 0.19% 100
2024
Q3 		– Sell
-8,656
Closed -$296K – 127
2024
Q2 		$296K Buy
8,656
+731
+9% +$27.3K 0.23% 77
2024
Q1 		$321K Buy
+7,925
New +$247K 0.24% 67

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

Whalen Wealth Management's IBIT Position: Q1 2026 in Review

Whalen Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 299% in Q1 2026, buying an estimated $1.03M and bringing the position to 31,809 shares worth $1.22M. The position accounts for 0.65% of the portfolio, ranked #35.

Whalen Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 8 quarters since. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Whalen Wealth Management held 31,809 shares of iShares Bitcoin Trust worth $1.22M as of Q1 2026.
  • Whalen Wealth Management bought 23,831 iShares Bitcoin Trust shares in Q1 2026, an estimated $1.03M.
  • iShares Bitcoin Trust made up 0.65% of Whalen Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Whalen Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 8 quarters since.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.