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WMG Financial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

WMG Financial 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 		$1.92M Buy
49,884
+8,453
+20% +$366K 0.8% 22
2025
Q4 		$2.06M Buy
41,431
+18,720
+82% +$1.06M 0.85% 23
2025
Q3 		$1.48M Buy
+22,711
New +$1.48M 0.49% 41

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

WMG Financial Advisors's IBIT Position: Q1 2026 in Review

WMG Financial Advisors increased its iShares Bitcoin Trust (IBIT) stake by 20% in Q1 2026, buying an estimated $366K and bringing the position to 49,884 shares worth $1.92M. The position accounts for 0.8% of the portfolio, ranked #22.

WMG Financial Advisors first reported a position in IBIT in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.06M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • WMG Financial Advisors held 49,884 shares of iShares Bitcoin Trust worth $1.92M as of Q1 2026.
  • WMG Financial Advisors bought 8,453 iShares Bitcoin Trust shares in Q1 2026, an estimated $366K.
  • iShares Bitcoin Trust made up 0.8% of WMG Financial Advisors's portfolio in Q1 2026, its #22 holding.
  • WMG Financial Advisors first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 3 quarters since.
  • WMG Financial Advisors's iShares Bitcoin Trust position peaked at $2.06M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.