ZIG
IBIT icon

Zuckerman Investment Group’s iShares Bitcoin Trust IBIT Stock Holding History

Zuckerman Investment Group’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 		$203K Buy
5,282
+630
+14% +$27.3K 0.02% 132
2025
Q4 		$231K Sell
4,652
-8,279
-64% -$470K 0.02% 125
2025
Q3 		$841K Buy
12,931
+3,374
+35% +$219K 0.08% 85
2025
Q2 		$585K Buy
9,557
+43
+0.5% +$2.41K 0.06% 103
2025
Q1 		$445K Hold
9,514
– – 0.05% 116
2024
Q4 		$548K Buy
9,514
+3,514
+59% +$166K 0.05% 103
2024
Q3 		$217K Buy
+6,000
New +$208K 0.02% 132

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

Zuckerman Investment Group's IBIT Position: Q1 2026 in Review

Zuckerman Investment Group increased its iShares Bitcoin Trust (IBIT) stake by 14% in Q1 2026, buying an estimated $27.3K and bringing the position to 5,282 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #132.

Zuckerman Investment Group first reported a position in IBIT in Q3 2024 and has held it in 7 quarters since. The position peaked at $841K in Q3 2025. 1,535 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Zuckerman Investment Group held 5,282 shares of iShares Bitcoin Trust worth $203K as of Q1 2026.
  • Zuckerman Investment Group bought 630 iShares Bitcoin Trust shares in Q1 2026, an estimated $27.3K.
  • iShares Bitcoin Trust made up 0.02% of Zuckerman Investment Group's portfolio in Q1 2026, its #132 holding.
  • Zuckerman Investment Group first reported a position in iShares Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
  • Zuckerman Investment Group's iShares Bitcoin Trust position peaked at $841K in Q3 2025.
  • 1,535 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.