BSW Wealth Partners’s iShares Bitcoin Trust IBIT Stock Holding History

BSW Wealth Partners’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
2025 Q4	–	Sell	-4,191	Closed	-$272K	–	336
2025 Q3	$272K	Buy	+4,191	New	+$273K	0.03%	269

Other funds holding IBIT

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Laurore Hong Kong $161M AUM

AWIRL

Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

BSW Wealth Partners's IBIT Position: Q4 2025 in Review

BSW Wealth Partners sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 4,191 shares — an estimated $272K sold.

BSW Wealth Partners first reported a position in IBIT in Q3 2025 and held it in 1 quarter. The position peaked at $272K in Q3 2025. 1,663 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

BSW Wealth Partners reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
BSW Wealth Partners sold 4,191 iShares Bitcoin Trust shares in Q4 2025, an estimated $272K.
BSW Wealth Partners first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 1 quarter.
BSW Wealth Partners's iShares Bitcoin Trust position peaked at $272K in Q3 2025.
1,663 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on BSW Wealth Partners's 13F filing for Q4 2025, filed 23 Jan 2026.