Lauer Wealth’s iShares Bitcoin Trust IBIT Stock Holding History

Lauer 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
2026 Q3	$2.46M	Buy	+53,188	New	+$2.14M	1.54%	14
2026 Q2	–	Sell	-66,824	Closed	-$2.72M	–	80
2026 Q1	$2.7M	Buy	66,824 +20,928	+46%	+$906K	2.15%	10
2025 Q4	$2.36M	Buy	45,896 +16,710	+57%	+$949K	1.76%	12
2025 Q3	$1.84M	Buy	29,186 +10,706	+58%	+$696K	1.32%	13
2025 Q2	$1.25M	Buy	18,480 +5,180	+39%	+$290K	1.03%	16
2025 Q1	$721K	Buy	13,300 +6,950	+109%	+$368K	0.55%	22
2024 Q4	$337K	Buy	+6,350	New	+$300K	0.23%	29

Other funds holding IBIT

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 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

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

Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return

Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return

Lauer Wealth's IBIT Position: Q3 2026 in Review

Lauer Wealth opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 53,188 shares worth $2.46M. The stake represents 1.54% of the portfolio and ranks #14 among its holdings. This is a return to the name: Lauer Wealth previously reported a position in IBIT as recently as Q1 2026.

Lauer Wealth first reported a position in IBIT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.7M in Q1 2026. 507 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Lauer Wealth held 53,188 shares of iShares Bitcoin Trust worth $2.46M as of Q3 2026.
iShares Bitcoin Trust was a new Lauer Wealth position in Q3 2026.
iShares Bitcoin Trust made up 1.54% of Lauer Wealth's portfolio in Q3 2026, its #14 holding.
Lauer Wealth first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
Lauer Wealth's iShares Bitcoin Trust position peaked at $2.7M in Q1 2026.
507 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.