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Optimum Investment Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Optimum Investment 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
2025
Q3 		$84.5K Sell
1,300
-329
-20% -$21.4K 0.03% 281
2025
Q2 		$99.7K Sell
1,629
-200
-11% -$11.2K 0.04% 252
2025
Q1 		$85.6K Buy
1,829
+399
+28% +$21.1K 0.04% 268
2024
Q4 		$75.9K Buy
+1,430
New +$67.5K 0.03% 292

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 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
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Optimum Investment Advisors's IBIT Position: Q3 2025 in Review

Optimum Investment Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 20% in Q3 2025, selling an estimated $21.4K and leaving 1,300 shares worth $84.5K. The position accounts for 0.03% of the portfolio, ranked #281.

Optimum Investment Advisors first reported a position in IBIT in Q4 2024 and has held it in 4 quarters since. The position peaked at $99.7K in Q2 2025. 1,623 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Optimum Investment Advisors held 1,300 shares of iShares Bitcoin Trust worth $84.5K as of Q3 2025.
  • Optimum Investment Advisors sold 329 iShares Bitcoin Trust shares in Q3 2025, an estimated $21.4K.
  • iShares Bitcoin Trust made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #281 holding.
  • Optimum Investment Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 4 quarters since.
  • Optimum Investment Advisors's iShares Bitcoin Trust position peaked at $99.7K in Q2 2025.
  • 1,623 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.