Opal Wealth Advisors
IBIT icon

Opal Wealth Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Opal Wealth Advisors’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 		$215K Buy
+4,535
New +$183K 0.04% 201
2026
Q2 		– Sell
-4,488
Closed -$172K – 386
2026
Q1 		$172K Buy
+4,488
New +$194K 0.04% 225
2025
Q3 		– Sell
-1,463
Closed -$89.6K – 349
2025
Q2 		$89.6K Buy
1,463
+411
+39% +$23K 0.02% 289
2025
Q1 		$49.2K Buy
+1,052
New +$55.7K 0.02% 359

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 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
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SJBenen ADVISORY
SJBenen ADVISORY Chapel Hill, North Carolina $165M AUM 0.36% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Opal Wealth Advisors's IBIT Position: Q3 2026 in Review

Opal Wealth Advisors opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 4,535 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #201 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in IBIT as recently as Q1 2026.

Opal Wealth Advisors first reported a position in IBIT in Q1 2025 and has held it in 4 quarters since. 372 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Opal Wealth Advisors held 4,535 shares of iShares Bitcoin Trust worth $215K as of Q3 2026.
  • iShares Bitcoin Trust was a new Opal Wealth Advisors position in Q3 2026.
  • iShares Bitcoin Trust made up 0.04% of Opal Wealth Advisors's portfolio in Q3 2026, its #201 holding.
  • Opal Wealth Advisors first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 4 quarters since.
  • 372 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.