Parisi Gray Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Parisi Gray 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	$2M	Buy	+42,146	New	+$1.7M	0.4%	50

Other funds holding IBIT

Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return

Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Parisi Gray Wealth Management's IBIT Position: Q3 2026 in Review

Parisi Gray Wealth Management opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 42,146 shares worth $2M. The stake represents 0.4% of the portfolio and ranks #50 among its holdings.

717 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

Parisi Gray Wealth Management held 42,146 shares of iShares Bitcoin Trust worth $2M as of Q3 2026.
iShares Bitcoin Trust was a new Parisi Gray Wealth Management position in Q3 2026.
iShares Bitcoin Trust made up 0.4% of Parisi Gray Wealth Management's portfolio in Q3 2026, its #50 holding.
717 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.