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Avidian Wealth Enterprises’s iShares Bitcoin Trust IBIT Stock Holding History

Avidian Wealth Enterprises’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 		$4.73K Buy
+100
New +$4.03K ﹤0.01% 753

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Avidian Wealth Enterprises's IBIT Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its iShares Bitcoin Trust (IBIT) stake by 3.2% in Q3 2026, selling an estimated $54.5K and leaving 40,581 shares worth $1.92M. The position accounts for 0.05% of the portfolio, ranked #222.

Avidian Wealth Enterprises first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.14M in Q3 2025. 86 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Avidian Wealth Enterprises held 40,581 shares of iShares Bitcoin Trust worth $1.92M as of Q3 2026.
  • Avidian Wealth Enterprises sold 1,352 iShares Bitcoin Trust shares in Q3 2026, an estimated $54.5K.
  • iShares Bitcoin Trust made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #222 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Avidian Wealth Enterprises's iShares Bitcoin Trust position peaked at $3.14M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.