CC
IBIT icon

Copperleaf Capital’s iShares Bitcoin Trust IBIT Stock Holding History

Copperleaf Capital’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
Q3 		$34.9M Buy
536,552
+77,414
+17% +$5.04M 16.72% 1
2025
Q2 		$28.1M Buy
459,138
+4,535
+1% +$254K 14.22% 1
2025
Q1 		$21.3M Buy
454,603
+53,176
+13% +$2.82M 12.72% 1
2024
Q4 		$21.3M Buy
401,427
+238,264
+146% +$11.2M 13.49% 1
2024
Q3 		$5.9M Sell
163,163
-21,494
-12% -$746K 4.52% 3
2024
Q2 		$6.3M Buy
184,657
+109,935
+147% +$4.11M 5.04% 3
2024
Q1 		$3.02M Buy
+74,722
New +$2.33M 2.62% 6

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Copperleaf Capital's IBIT Position: Q3 2025 in Review

Copperleaf Capital increased its iShares Bitcoin Trust (IBIT) stake by 17% in Q3 2025, buying an estimated $5.04M and bringing the position to 536,552 shares worth $34.9M. The position accounts for 16.72% of the portfolio, ranked #1.

Copperleaf Capital first reported a position in IBIT in Q1 2024 and has held it in 7 quarters since. 1,623 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Copperleaf Capital held 536,552 shares of iShares Bitcoin Trust worth $34.9M as of Q3 2025.
  • Copperleaf Capital bought 77,414 iShares Bitcoin Trust shares in Q3 2025, an estimated $5.04M.
  • iShares Bitcoin Trust made up 16.72% of Copperleaf Capital's portfolio in Q3 2025, its #1 holding.
  • Copperleaf Capital first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 7 quarters since.
  • 1,623 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.