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Patriot Investment Management Group’s iShares Bitcoin Trust IBIT Stock Holding History

Patriot Investment Management Group’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 		$528K Sell
11,157
-100
-0.9% -$4.03K 0.03% 161
2026
Q2 		$375K Sell
11,257
-200
-2% -$8.14K 0.02% 190
2026
Q1 		$440K Sell
11,457
-117
-1% -$5.07K 0.03% 168
2025
Q4 		$575K Sell
11,574
-1,153
-9% -$65.5K 0.04% 155
2025
Q3 		$827K Buy
12,727
+1,552
+14% +$101K 0.05% 124
2025
Q2 		$684K Hold
11,175
– – 0.05% 133
2025
Q1 		$523K Sell
11,175
-83,940
-88% -$4.44M 0.04% 148
2024
Q4 		$5.05M Buy
95,115
+84,050
+760% +$3.97M 0.38% 41
2024
Q3 		$400K Hold
11,065
– – 0.03% 175
2024
Q2 		$378K Hold
11,065
– – 0.03% 179
2024
Q1 		$448K Buy
+11,065
New +$345K 0.04% 173

Other funds holding IBIT

SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
SGCA
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
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return
FG
Franchise GP Grand Cayman $236M AUM 100.91% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Patriot Investment Management Group's IBIT Position: Q3 2026 in Review

Patriot Investment Management Group reduced its iShares Bitcoin Trust (IBIT) stake by 0.89% in Q3 2026, selling an estimated $4.03K and leaving 11,157 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #161.

Patriot Investment Management Group first reported a position in IBIT in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.05M in Q4 2024. 233 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Patriot Investment Management Group held 11,157 shares of iShares Bitcoin Trust worth $528K as of Q3 2026.
  • Patriot Investment Management Group sold 100 iShares Bitcoin Trust shares in Q3 2026, an estimated $4.03K.
  • iShares Bitcoin Trust made up 0.03% of Patriot Investment Management Group's portfolio in Q3 2026, its #161 holding.
  • Patriot Investment Management Group first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 11 quarters since.
  • Patriot Investment Management Group's iShares Bitcoin Trust position peaked at $5.05M in Q4 2024.
  • 233 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.