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

Brookstone 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
Q2 		$5.29M Buy
158,875
+4,900
+3% +$199K 0.05% 317
2026
Q1 		$5.92M Sell
153,975
-1,733
-1% -$75K 0.07% 293
2025
Q4 		$7.73M Sell
155,708
-23,728
-13% -$1.35M 0.09% 240
2025
Q3 		$11.7M Sell
179,436
-385
-0.2% -$25K 0.14% 184
2025
Q2 		$11M Buy
179,821
+3,252
+2% +$182K 0.14% 176
2025
Q1 		$8.27M Sell
176,569
-14,986
-8% -$793K 0.12% 201
2024
Q4 		$10.2M Buy
191,555
+4,173
+2% +$197K 0.15% 165
2024
Q3 		$6.77M Sell
187,382
-5,055
-3% -$176K 0.1% 209
2024
Q2 		$7.09M Buy
192,437
+19,051
+11% +$712K 0.12% 188
2024
Q1 		$7.02M Buy
+173,386
New +$5.41M 0.13% 178

Other funds holding IBIT

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
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Brookstone Capital Management's IBIT Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares Bitcoin Trust (IBIT) stake by 3.2% in Q2 2026, buying an estimated $199K and bringing the position to 158,875 shares worth $5.29M. The position accounts for 0.05% of the portfolio, ranked #317.

Brookstone Capital Management first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.7M in Q3 2025. 247 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Brookstone Capital Management held 158,875 shares of iShares Bitcoin Trust worth $5.29M as of Q2 2026.
  • Brookstone Capital Management bought 4,900 iShares Bitcoin Trust shares in Q2 2026, an estimated $199K.
  • iShares Bitcoin Trust made up 0.05% of Brookstone Capital Management's portfolio in Q2 2026, its #317 holding.
  • Brookstone Capital Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Brookstone Capital Management's iShares Bitcoin Trust position peaked at $11.7M in Q3 2025.
  • 247 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.