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 Q3	$13.8M	Sell	290,731 -6,720	-2%	-$271K	3.25%	4
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

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

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

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

BigSur Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 2.3% in Q3 2026, selling an estimated $271K and leaving 290,731 shares worth $13.8M. The position accounts for 3.25% of the portfolio, ranked #4.

BigSur Wealth Management first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $17M in Q3 2025. 456 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

BigSur Wealth Management held 290,731 shares of iShares Bitcoin Trust worth $13.8M as of Q3 2026.
BigSur Wealth Management sold 6,720 iShares Bitcoin Trust shares in Q3 2026, an estimated $271K.
iShares Bitcoin Trust made up 3.25% of BigSur Wealth Management's portfolio in Q3 2026, its #4 holding.
BigSur Wealth Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
BigSur Wealth Management's iShares Bitcoin Trust position peaked at $17M in Q3 2025.
456 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

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