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Carolinas Wealth Consulting’s iShares Bitcoin Trust IBIT Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-2,027
Closed -$94.9K – 426
2025
Q1 		$94.9K Sell
2,027
-3,022
-60% -$160K 0.02% 250
2024
Q4 		$268K Buy
5,049
+396
+9% +$18.7K 0.05% 160
2024
Q3 		$168K Buy
4,653
+193
+4% +$6.7K 0.03% 198
2024
Q2 		$152K Buy
4,460
+93
+2% +$3.47K 0.03% 208
2024
Q1 		$177K Buy
+4,367
New +$136K 0.03% 187

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carolinas Wealth Consulting's IBIT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Bitcoin Trust (IBIT) in Q2 2025, closing a stake of 2,027 shares — an estimated $94.9K sold.

Carolinas Wealth Consulting first reported a position in IBIT in Q1 2024 and held it in 5 quarters. The position peaked at $268K in Q4 2024. 1,433 funds tracked by Wall St. Rank hold IBIT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Bitcoin Trust position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,027 iShares Bitcoin Trust shares in Q2 2025, an estimated $94.9K.
  • Carolinas Wealth Consulting first reported a position in iShares Bitcoin Trust in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's iShares Bitcoin Trust position peaked at $268K in Q4 2024.
  • 1,433 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.