A4 Wealth Advisors
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A4 Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

A4 Wealth 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
Q3 		$258K Sell
5,446
-28,559
-84% -$1.15M 0.17% 66
2026
Q2 		$1.13M Buy
34,005
+7,453
+28% +$303K 0.75% 30
2026
Q1 		$1.02M Buy
26,552
+11,331
+74% +$491K 0.83% 30
2025
Q4 		$756K Buy
15,221
+8,658
+132% +$492K 0.65% 37
2025
Q3 		$427K Buy
+6,563
New +$427K 0.36% 75

Other funds holding IBIT

NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Garda Capital Partners
Garda Capital Partners Wayzata, Minnesota $127M AUM 27.14% 1-Year Est. Return
Acorn Financial Advisory Services
Acorn Financial Advisory Services Reston, Virginia $798M AUM 33.33% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return

A4 Wealth Advisors's IBIT Position: Q3 2026 in Review

A4 Wealth Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 84% in Q3 2026, selling an estimated $1.15M and leaving 5,446 shares worth $258K. The position accounts for 0.17% of the portfolio, ranked #66.

A4 Wealth Advisors first reported a position in IBIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.13M in Q2 2026. 939 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • A4 Wealth Advisors held 5,446 shares of iShares Bitcoin Trust worth $258K as of Q3 2026.
  • A4 Wealth Advisors sold 28,559 iShares Bitcoin Trust shares in Q3 2026, an estimated $1.15M.
  • iShares Bitcoin Trust made up 0.17% of A4 Wealth Advisors's portfolio in Q3 2026, its #66 holding.
  • A4 Wealth Advisors first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 5 quarters since.
  • A4 Wealth Advisors's iShares Bitcoin Trust position peaked at $1.13M in Q2 2026.
  • 939 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on A4 Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.