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FinDec Wealth Services’s iShares Bitcoin Trust IBIT Stock Holding History

FinDec Wealth Services’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
2024
Q4 		– Sell
-16,383
Closed -$592K – 40
2024
Q3 		$592K Hold
16,383
– – 0.34% 33
2024
Q2 		$559K Hold
16,383
– – 0.35% 32
2024
Q1 		$663K Buy
+16,383
New +$511K 0.42% 35

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
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
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
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

FinDec Wealth Services's IBIT Position: Q4 2024 in Review

FinDec Wealth Services sold out of iShares Bitcoin Trust (IBIT) in Q4 2024, closing a stake of 16,383 shares — an estimated $592K sold.

FinDec Wealth Services first reported a position in IBIT in Q1 2024 and held it in 3 quarters. The position peaked at $663K in Q1 2024. 1,111 funds tracked by Wall St. Rank hold IBIT as of Q4 2024.

  • FinDec Wealth Services reported no remaining iShares Bitcoin Trust position as of Q4 2024 after selling out during the quarter.
  • FinDec Wealth Services sold 16,383 iShares Bitcoin Trust shares in Q4 2024, an estimated $592K.
  • FinDec Wealth Services first reported a position in iShares Bitcoin Trust in Q1 2024 and held it in 3 quarters.
  • FinDec Wealth Services's iShares Bitcoin Trust position peaked at $663K in Q1 2024.
  • 1,111 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2024.

Based on FinDec Wealth Services's 13F filing for Q4 2024, filed 14 Feb 2025.