AUA Capital Management
IBIT icon

AUA Capital Management’s iShares Bitcoin Trust IBIT Stock Holding History

AUA Capital 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 		– Sell
-6,556
Closed -$218K – 81
2026
Q2 		$218K Hold
6,556
– – 0.1% 81
2026
Q1 		$252K Hold
6,556
– – 0.13% 75
2025
Q4 		$326K Hold
6,556
– – 0.16% 63
2025
Q3 		$426K Hold
6,556
– – 0.24% 51
2025
Q2 		$401K Buy
+6,556
New +$367K 0.24% 53

Other funds holding IBIT

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Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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

AUA Capital Management's IBIT Position: Q3 2026 in Review

AUA Capital Management sold out of iShares Bitcoin Trust (IBIT) in Q3 2026, closing a stake of 6,556 shares — an estimated $218K sold.

AUA Capital Management first reported a position in IBIT in Q2 2025 and held it in 5 quarters. The position peaked at $426K in Q3 2025. 986 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • AUA Capital Management reported no remaining iShares Bitcoin Trust position as of Q3 2026 after selling out during the quarter.
  • AUA Capital Management sold 6,556 iShares Bitcoin Trust shares in Q3 2026, an estimated $218K.
  • AUA Capital Management first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 5 quarters.
  • AUA Capital Management's iShares Bitcoin Trust position peaked at $426K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on AUA Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.