Lyell Wealth Management
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Lyell Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Lyell 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
2026
Q3 		$661K Buy
13,971
+3,220
+30% +$130K 0.04% 151
2026
Q2 		$358K Sell
10,751
-925
-8% -$37.6K 0.02% 184
2026
Q1 		$449K Sell
11,676
-1,331
-10% -$57.6K 0.03% 159
2025
Q4 		$646K Buy
13,007
+2,972
+30% +$169K 0.05% 133
2025
Q3 		$652K Buy
10,035
+1,954
+24% +$127K 0.05% 138
2025
Q2 		$495K Buy
+8,081
New +$453K 0.04% 150

Other funds holding IBIT

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Lyell Wealth Management's IBIT Position: Q3 2026 in Review

Lyell Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 30% in Q3 2026, buying an estimated $130K and bringing the position to 13,971 shares worth $661K. The position accounts for 0.04% of the portfolio, ranked #151.

Lyell Wealth Management first reported a position in IBIT in Q2 2025 and has held it in 6 quarters since. 1,056 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Lyell Wealth Management held 13,971 shares of iShares Bitcoin Trust worth $661K as of Q3 2026.
  • Lyell Wealth Management bought 3,220 iShares Bitcoin Trust shares in Q3 2026, an estimated $130K.
  • iShares Bitcoin Trust made up 0.04% of Lyell Wealth Management's portfolio in Q3 2026, its #151 holding.
  • Lyell Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 6 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.