Brookstone Capital Management
IBIT icon

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
Q3 		$6.88M Sell
145,346
-13,529
-9% -$546K 0.07% 281
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

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

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

Brookstone Capital Management reduced its iShares Bitcoin Trust (IBIT) stake by 8.5% in Q3 2026, selling an estimated $546K and leaving 145,346 shares worth $6.88M. The position accounts for 0.07% of the portfolio, ranked #281.

Brookstone Capital Management first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $11.7M in Q3 2025. 507 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Brookstone Capital Management held 145,346 shares of iShares Bitcoin Trust worth $6.88M as of Q3 2026.
  • Brookstone Capital Management sold 13,529 iShares Bitcoin Trust shares in Q3 2026, an estimated $546K.
  • iShares Bitcoin Trust made up 0.07% of Brookstone Capital Management's portfolio in Q3 2026, its #281 holding.
  • Brookstone Capital Management first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Brookstone Capital Management's iShares Bitcoin Trust position peaked at $11.7M in Q3 2025.
  • 507 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.