Lauer Wealth
IBIT icon

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
-25,000
Closed -$25.1K – 81
2026
Q1 		$25.1K Buy
+25,000
New +$1.08M 0.02% 64

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
Proathlete Wealth Management
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Sara-Bay Financial
Sara-Bay Financial Sarasota, Florida $384M AUM 23.31% 1-Year Est. Return
FG
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.