Catalyst Private Wealth
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Catalyst Private Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Catalyst Private Wealth’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 		$320K Sell
6,761
-16
-0.2% -$645 0.13% 72
2026
Q2 		$226K Sell
6,777
-670
-9% -$27.3K 0.11% 75
2026
Q1 		$286K Sell
7,447
-239
-3% -$10.3K 0.16% 65
2025
Q4 		$382K Buy
7,686
+179
+2% +$10.2K 0.17% 61
2025
Q3 		$488K Buy
7,507
+474
+7% +$30.8K 0.21% 51
2025
Q2 		$430K Buy
7,033
+1,070
+18% +$60K 0.19% 55
2025
Q1 		$279K Sell
5,963
-4,468
-43% -$237K 0.14% 65
2024
Q4 		$553K Sell
10,431
-791
-7% -$37.3K 0.25% 49
2024
Q3 		$405K Sell
11,222
-172
-2% -$5.97K 0.2% 58
2024
Q2 		$389K Buy
11,394
+6,150
+117% +$230K 0.21% 59
2024
Q1 		$212K Buy
+5,244
New +$164K 0.11% 71

Other funds holding IBIT

Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 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
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Catalyst Private Wealth's IBIT Position: Q3 2026 in Review

Catalyst Private Wealth reduced its iShares Bitcoin Trust (IBIT) stake by 0.24% in Q3 2026, selling an estimated $645 and leaving 6,761 shares worth $320K. The position accounts for 0.13% of the portfolio, ranked #72.

Catalyst Private Wealth first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $553K in Q4 2024. 717 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Catalyst Private Wealth held 6,761 shares of iShares Bitcoin Trust worth $320K as of Q3 2026.
  • Catalyst Private Wealth sold 16 iShares Bitcoin Trust shares in Q3 2026, an estimated $645.
  • iShares Bitcoin Trust made up 0.13% of Catalyst Private Wealth's portfolio in Q3 2026, its #72 holding.
  • Catalyst Private Wealth first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Catalyst Private Wealth's iShares Bitcoin Trust position peaked at $553K in Q4 2024.
  • 717 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.