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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
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

CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Lauer Wealth's IBIT Position: Q2 2026 in Review

Lauer Wealth sold out of iShares Bitcoin Trust (IBIT) in Q2 2026, closing a stake of 66,824 shares — an estimated $2.72M sold.

Lauer Wealth first reported a position in IBIT in Q4 2024 and held it in 6 quarters. The position peaked at $2.7M in Q1 2026. 463 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Lauer Wealth reported no remaining iShares Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Lauer Wealth sold 66,824 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.72M.
  • Lauer Wealth first reported a position in iShares Bitcoin Trust in Q4 2024 and held it in 6 quarters.
  • Lauer Wealth's iShares Bitcoin Trust position peaked at $2.7M in Q1 2026.
  • 463 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.