IAM Advisory’s iShares Ethereum Trust ETF ETHA Stock Holding History

IAM Advisory’s Portfolio ETHA Stock Details ETHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,490	Closed	-$268K	–	115
2025 Q3	$268K	Buy	+8,490	New	+$252K	0.06%	88

Other funds holding ETHA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HMC

Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

IAM Advisory's ETHA Position: Q4 2025 in Review

IAM Advisory sold out of iShares Ethereum Trust ETF (ETHA) in Q4 2025, closing a stake of 8,490 shares — an estimated $268K sold.

IAM Advisory first reported a position in ETHA in Q3 2025 and held it in 1 quarter. The position peaked at $268K in Q3 2025. 503 funds tracked by Wall St. Rank hold ETHA as of Q4 2025.

IAM Advisory reported no remaining iShares Ethereum Trust ETF position as of Q4 2025 after selling out during the quarter.
IAM Advisory sold 8,490 iShares Ethereum Trust ETF shares in Q4 2025, an estimated $268K.
IAM Advisory first reported a position in iShares Ethereum Trust ETF in Q3 2025 and held it in 1 quarter.
IAM Advisory's iShares Ethereum Trust ETF position peaked at $268K in Q3 2025.
503 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q4 2025.

Based on IAM Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.