VALEN PRIVATE CAPITAL, LLC’s iShares Bitcoin Trust IBIT Stock Holding History

VALEN PRIVATE CAPITAL, LLC’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	$1.22M	Buy	+25,874	New	+$1.04M	0.38%	36

Other funds holding IBIT

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

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

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

Magnus Financial Group New York $1.5B AUM 16.47% 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

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

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

VALEN PRIVATE CAPITAL, LLC's IBIT Position: Q3 2026 in Review

VALEN PRIVATE CAPITAL, LLC opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 25,874 shares worth $1.22M. The stake represents 0.38% of the portfolio and ranks #36 among its holdings.

507 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

VALEN PRIVATE CAPITAL, LLC held 25,874 shares of iShares Bitcoin Trust worth $1.22M as of Q3 2026.
iShares Bitcoin Trust was a new VALEN PRIVATE CAPITAL, LLC position in Q3 2026.
iShares Bitcoin Trust made up 0.38% of VALEN PRIVATE CAPITAL, LLC's portfolio in Q3 2026, its #36 holding.
507 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on VALEN PRIVATE CAPITAL, LLC's 13F filing for Q3 2026, filed 23 Oct 2026.