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Nicolet Advisory Services’s iShares Bitcoin Trust IBIT Stock Holding History

Nicolet Advisory Services’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
2025
Q4 		$574K Buy
11,074
+3,652
+49% +$207K 0.04% 214
2025
Q3 		$513K Buy
7,422
+1,736
+31% +$113K 0.04% 221
2025
Q2 		$365K Buy
5,686
+1,083
+24% +$60.7K 0.03% 265
2025
Q1 		$208K Buy
4,603
+367
+9% +$19.4K 0.02% 357
2024
Q4 		$228K Buy
+4,236
New +$200K 0.02% 344

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
L
Laurore Hong Kong $263M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Nicolet Advisory Services's IBIT Position: Q4 2025 in Review

Nicolet Advisory Services increased its iShares Bitcoin Trust (IBIT) stake by 49% in Q4 2025, buying an estimated $207K and bringing the position to 11,074 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #214.

Nicolet Advisory Services first reported a position in IBIT in Q4 2024 and has held it in 5 quarters since. 1,652 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • Nicolet Advisory Services held 11,074 shares of iShares Bitcoin Trust worth $574K as of Q4 2025.
  • Nicolet Advisory Services bought 3,652 iShares Bitcoin Trust shares in Q4 2025, an estimated $207K.
  • iShares Bitcoin Trust made up 0.04% of Nicolet Advisory Services's portfolio in Q4 2025, its #214 holding.
  • Nicolet Advisory Services first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 5 quarters since.
  • 1,652 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.