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Centurion Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Centurion Wealth 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 		$710K Sell
21,314
-69,722
-77% -$2.84M 0.17% 120
2026
Q1 		$3.5M Buy
91,036
+7,902
+10% +$342K 0.79% 30
2025
Q4 		$4.13M Buy
83,134
+1,606
+2% +$91.2K 0.9% 26
2025
Q3 		$5.3M Buy
81,528
+8,734
+12% +$568K 1.21% 23
2025
Q2 		$4.46M Buy
72,794
+64,062
+734% +$3.59M 1.28% 20
2025
Q1 		$463K Hold
8,732
– – 0.14% 112
2024
Q4 		$463K Buy
+8,732
New +$412K 0.14% 112

Other funds holding IBIT

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
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
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Centurion Wealth Management's IBIT Position: Q2 2026 in Review

Centurion Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 77% in Q2 2026, selling an estimated $2.84M and leaving 21,314 shares worth $710K. The position accounts for 0.17% of the portfolio, ranked #120.

Centurion Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.3M in Q3 2025. 1,472 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Centurion Wealth Management held 21,314 shares of iShares Bitcoin Trust worth $710K as of Q2 2026.
  • Centurion Wealth Management sold 69,722 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.84M.
  • iShares Bitcoin Trust made up 0.17% of Centurion Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Centurion Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
  • Centurion Wealth Management's iShares Bitcoin Trust position peaked at $5.3M in Q3 2025.
  • 1,472 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.