DWM
IBIT icon

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

DKM 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
-3,459
Closed -$225K – 77
2025
Q3 		$225K Sell
3,459
-211
-6% -$13.7K 0.18% 51
2025
Q2 		$225K Buy
+3,670
New +$206K 0.19% 47

Other funds holding IBIT

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 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
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
L
Laurore Hong Kong $161M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

DKM Wealth Management's IBIT Position: Q4 2025 in Review

DKM Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 3,459 shares — an estimated $225K sold.

DKM Wealth Management first reported a position in IBIT in Q2 2025 and held it in 2 quarters. The position peaked at $225K in Q3 2025. 1,662 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • DKM Wealth Management reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • DKM Wealth Management sold 3,459 iShares Bitcoin Trust shares in Q4 2025, an estimated $225K.
  • DKM Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 2 quarters.
  • DKM Wealth Management's iShares Bitcoin Trust position peaked at $225K in Q3 2025.
  • 1,662 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on DKM Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.