Darden Wealth Group’s iShares Bitcoin Trust IBIT Stock Holding History

Darden Wealth Group’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	-3,882	Closed	-$252K	–	150
2025 Q3	$252K	Buy	3,882 +500	+15%	+$32.5K	0.13%	115
2025 Q2	$207K	Buy	+3,382	New	+$190K	0.12%	123

Other funds holding IBIT

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Laurore Hong Kong $161M AUM

AWIRL

Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Darden Wealth Group's IBIT Position: Q4 2025 in Review

Darden Wealth Group sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 3,882 shares — an estimated $252K sold.

Darden Wealth Group first reported a position in IBIT in Q2 2025 and held it in 2 quarters. The position peaked at $252K in Q3 2025. 1,663 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

Darden Wealth Group reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
Darden Wealth Group sold 3,882 iShares Bitcoin Trust shares in Q4 2025, an estimated $252K.
Darden Wealth Group first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 2 quarters.
Darden Wealth Group's iShares Bitcoin Trust position peaked at $252K in Q3 2025.
1,663 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Darden Wealth Group's 13F filing for Q4 2025, filed 9 Feb 2026.