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Perennial Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Perennial 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 		$267K Sell
5,645
-2,170
-28% -$87.5K 0.04% 123
2026
Q2 		$260K Sell
7,815
-340
-4% -$13.8K 0.04% 119
2026
Q1 		$313K Sell
8,155
-1,260
-13% -$54.6K 0.05% 103
2025
Q4 		$467K Buy
9,415
+570
+6% +$32.4K 0.08% 87
2025
Q3 		$575K Buy
8,845
+1,885
+27% +$123K 0.1% 77
2025
Q2 		$426K Buy
6,960
+205
+3% +$11.5K 0.08% 88
2025
Q1 		$316K Sell
6,755
-5,179
-43% -$274K 0.06% 96
2024
Q4 		$633K Buy
+11,934
New +$563K 0.14% 65

Other funds holding IBIT

SWM
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
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
FFA
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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

Perennial Advisors's IBIT Position: Q3 2026 in Review

Perennial Advisors reduced its iShares Bitcoin Trust (IBIT) stake by 28% in Q3 2026, selling an estimated $87.5K and leaving 5,645 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #123.

Perennial Advisors first reported a position in IBIT in Q4 2024 and has held it in 8 quarters since. The position peaked at $633K in Q4 2024. 159 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Perennial Advisors held 5,645 shares of iShares Bitcoin Trust worth $267K as of Q3 2026.
  • Perennial Advisors sold 2,170 iShares Bitcoin Trust shares in Q3 2026, an estimated $87.5K.
  • iShares Bitcoin Trust made up 0.04% of Perennial Advisors's portfolio in Q3 2026, its #123 holding.
  • Perennial Advisors first reported a position in iShares Bitcoin Trust in Q4 2024 and has held it in 8 quarters since.
  • Perennial Advisors's iShares Bitcoin Trust position peaked at $633K in Q4 2024.
  • 159 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.