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

BigSur 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 Q2	$9.9M	Buy	297,451 +29,050	+11%	+$1.18M	2.38%	9
2026 Q1	$10.3M	Sell	268,401 -28,077	-9%	-$1.22M	2.89%	5
2025 Q4	$14.7M	Buy	296,478 +34,995	+13%	+$1.99M	3.57%	5
2025 Q3	$17M	Buy	261,483 +143,888	+122%	+$9.36M	4.16%	3
2025 Q2	$7.2M	Buy	117,595 +27,000	+30%	+$1.51M	1.82%	11
2025 Q1	$4.24M	Buy	90,595 +42,560	+89%	+$2.25M	1.15%	23
2024 Q4	$2.55M	Sell	48,035 -49,512	-51%	-$2.34M	0.73%	39
2024 Q3	$3.52M	Buy	97,547 +16,000	+20%	+$556K	0.97%	31
2024 Q2	$2.78M	Hold	81,547	–	–	0.85%	34
2024 Q1	$3.3M	Buy	+81,547	New	+$2.54M	1.03%	24

Other funds holding IBIT

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Franchise GP Grand Cayman $215M AUM

SBF

Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return

PWM

Proathlete Wealth Management Boca Raton, Florida $404M AUM 19.74% 1-Year Est. Return

BigSur Wealth Management's IBIT Position: Q2 2026 in Review

BigSur Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 11% in Q2 2026, buying an estimated $1.18M and bringing the position to 297,451 shares worth $9.9M. The position accounts for 2.38% of the portfolio, ranked #9.

BigSur Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $17M in Q3 2025. 360 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

BigSur Wealth Management held 297,451 shares of iShares Bitcoin Trust worth $9.9M as of Q2 2026.
BigSur Wealth Management bought 29,050 iShares Bitcoin Trust shares in Q2 2026, an estimated $1.18M.
iShares Bitcoin Trust made up 2.38% of BigSur Wealth Management's portfolio in Q2 2026, its #9 holding.
BigSur Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
BigSur Wealth Management's iShares Bitcoin Trust position peaked at $17M in Q3 2025.
360 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.