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

Accredited 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
2025
Q3 		$31.9K Buy
3,225
+2,710
+526% +$176K 0.02% 167
2025
Q2 		$31.5K Sell
515
-135
-21% -$7.57K 0.03% 170
2025
Q1 		$30.4K Sell
650
-990
-60% -$52.4K 0.03% 156
2024
Q4 		$87K Buy
+1,640
New +$77.4K 0.08% 111

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Accredited Wealth Management's IBIT Position: Q3 2025 in Review

Accredited Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 526% in Q3 2025, buying an estimated $176K and bringing the position to 3,225 shares worth $31.9K. The position accounts for 0.02% of the portfolio, ranked #167.

Accredited Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 4 quarters since. The position peaked at $87K in Q4 2024. 1,623 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Accredited Wealth Management held 3,225 shares of iShares Bitcoin Trust worth $31.9K as of Q3 2025.
  • Accredited Wealth Management bought 2,710 iShares Bitcoin Trust shares in Q3 2025, an estimated $176K.
  • iShares Bitcoin Trust made up 0.02% of Accredited Wealth Management's portfolio in Q3 2025, its #167 holding.
  • Accredited Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's iShares Bitcoin Trust position peaked at $87K in Q4 2024.
  • 1,623 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.