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

Aprio 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
2026 Q3	$4.14M	Sell	87,359 -16,243	-16%	-$655K	0.19%	104
2026 Q2	$3.45M	Buy	103,602 +952	+0.9%	+$38.7K	0.17%	105
2026 Q1	$3.94M	Buy	102,650 +49,455	+93%	+$2.14M	0.22%	85
2025 Q4	$2.64M	Sell	53,195 -8,967	-14%	-$509K	0.15%	100
2025 Q3	$4.04M	Buy	62,162 +6,860	+12%	+$446K	0.4%	45
2025 Q2	$3.39M	Buy	55,302 +16,782	+44%	+$940K	0.38%	46
2025 Q1	$1.8M	Buy	38,520 +16,666	+76%	+$882K	0.23%	71
2024 Q4	$1.16M	Buy	+21,854	New	+$1.03M	0.17%	79

Other funds holding IBIT

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Aprio Wealth Management's IBIT Position: Q3 2026 in Review

Aprio Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 16% in Q3 2026, selling an estimated $655K and leaving 87,359 shares worth $4.14M. The position accounts for 0.19% of the portfolio, ranked #104.

Aprio Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. 745 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Aprio Wealth Management held 87,359 shares of iShares Bitcoin Trust worth $4.14M as of Q3 2026.
Aprio Wealth Management sold 16,243 iShares Bitcoin Trust shares in Q3 2026, an estimated $655K.
iShares Bitcoin Trust made up 0.19% of Aprio Wealth Management's portfolio in Q3 2026, its #104 holding.
Aprio Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
745 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.