Instrumental Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Instrumental Wealth’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	-4,941	Closed	-$298K	–	76
2025 Q3	$298K	Buy	+4,941	New	+$321K	0.21%	47

Other funds holding IBIT

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Laurore Hong Kong $161M AUM

AWIRL

Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Instrumental Wealth's IBIT Position: Q4 2025 in Review

Instrumental Wealth sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 4,941 shares — an estimated $298K sold.

Instrumental Wealth first reported a position in IBIT in Q3 2025 and held it in 1 quarter. The position peaked at $298K in Q3 2025. 1,664 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

Instrumental Wealth reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
Instrumental Wealth sold 4,941 iShares Bitcoin Trust shares in Q4 2025, an estimated $298K.
Instrumental Wealth first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 1 quarter.
Instrumental Wealth's iShares Bitcoin Trust position peaked at $298K in Q3 2025.
1,664 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Instrumental Wealth's 13F filing for Q4 2025, filed 27 Feb 2026.