Gradient Capital Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Gradient Capital Advisors’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	$249K	Buy	+5,258	New	+$212K	0.06%	159

Other funds holding IBIT

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

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 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

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 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

Gradient Capital Advisors's IBIT Position: Q3 2026 in Review

Gradient Capital Advisors opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 5,258 shares worth $249K. The stake represents 0.06% of the portfolio and ranks #159 among its holdings.

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

Gradient Capital Advisors held 5,258 shares of iShares Bitcoin Trust worth $249K as of Q3 2026.
iShares Bitcoin Trust was a new Gradient Capital Advisors position in Q3 2026.
iShares Bitcoin Trust made up 0.06% of Gradient Capital Advisors's portfolio in Q3 2026, its #159 holding.
647 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.