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 Q3	$596K	Sell	12,591 -8,723	-41%	-$352K	0.14%	130
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

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Centurion Wealth Management's IBIT Position: Q3 2026 in Review

Centurion Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 41% in Q3 2026, selling an estimated $352K and leaving 12,591 shares worth $596K. The position accounts for 0.14% of the portfolio, ranked #130.

Centurion Wealth Management first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.3M in Q3 2025. 372 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Centurion Wealth Management held 12,591 shares of iShares Bitcoin Trust worth $596K as of Q3 2026.
Centurion Wealth Management sold 8,723 iShares Bitcoin Trust shares in Q3 2026, an estimated $352K.
iShares Bitcoin Trust made up 0.14% of Centurion Wealth Management's portfolio in Q3 2026, its #130 holding.
Centurion Wealth Management first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
Centurion Wealth Management's iShares Bitcoin Trust position peaked at $5.3M in Q3 2025.
372 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.