Lauer Wealth
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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
Q3 		$1.78M Sell
38,400
-57,319
-60% -$2.31M 1.11% 17
2026
Q2 		$3.5M Sell
95,719
-244,881
-72% -$10M 2.1% 11
2026
Q1 		$244K Buy
340,600
+155,600
+84% +$6.74M 0.19% 47
2025
Q4 		$625K Buy
+185,000
New +$10.5M 0.46% 30

Other funds holding IBIT

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
L
Laurore Hong Kong $154M AUM 27.17% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return
Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
Texas Capital Bank Wealth Management Services
Texas Capital Bank Wealth Management Services Dallas, Texas $1.94B AUM 19.18% 1-Year Est. Return
Pinpoint Asset Management (Singapore)
Pinpoint Asset Management (Singapore) Singapore $493M AUM 43.51% 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. 1,274 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.
  • 1,274 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.