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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
2025
Q4 		– Sell
-1,000
Closed -$65K – 322
2025
Q3 		$65K Buy
+1,000
New +$65K 0.01% 308

Other funds holding IBIT

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 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. 244 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.
  • 244 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.