AFT Forsyth & Company’s iShares Bitcoin Trust IBIT Stock Holding History

AFT Forsyth & Company’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 Q4	–	Sell	-3,945	Closed	-$256K	–	129
2025 Q3	$256K	Buy	+3,945	New	+$257K	0.12%	103

Other funds holding IBIT

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Laurore Hong Kong $161M AUM

AWIRL

Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

AFT Forsyth & Company's IBIT Position: Q4 2025 in Review

AFT Forsyth & Company sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 3,945 shares — an estimated $256K sold.

AFT Forsyth & Company first reported a position in IBIT in Q3 2025 and held it in 1 quarter. The position peaked at $256K in Q3 2025. 1,663 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

AFT Forsyth & Company reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
AFT Forsyth & Company sold 3,945 iShares Bitcoin Trust shares in Q4 2025, an estimated $256K.
AFT Forsyth & Company first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 1 quarter.
AFT Forsyth & Company's iShares Bitcoin Trust position peaked at $256K in Q3 2025.
1,663 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on AFT Forsyth & Company's 13F filing for Q4 2025, filed 13 Feb 2026.