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Lake Hills Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Lake Hills Wealth Management’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
-51,789
Closed -$3.37M – 66
2025
Q3 		$3.37M Buy
+51,789
New +$3.37M 1.8% 13

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 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
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
L
Laurore Hong Kong $263M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Lake Hills Wealth Management's IBIT Position: Q4 2025 in Review

Lake Hills Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q4 2025, closing a stake of 51,789 shares — an estimated $3.37M sold.

Lake Hills Wealth Management first reported a position in IBIT in Q3 2025 and held it in 1 quarter. The position peaked at $3.37M in Q3 2025. 1,652 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • Lake Hills Wealth Management reported no remaining iShares Bitcoin Trust position as of Q4 2025 after selling out during the quarter.
  • Lake Hills Wealth Management sold 51,789 iShares Bitcoin Trust shares in Q4 2025, an estimated $3.37M.
  • Lake Hills Wealth Management first reported a position in iShares Bitcoin Trust in Q3 2025 and held it in 1 quarter.
  • Lake Hills Wealth Management's iShares Bitcoin Trust position peaked at $3.37M in Q3 2025.
  • 1,652 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Lake Hills Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.