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Prosperity Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Prosperity 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
2025
Q4 		$478K Buy
9,622
+4,471
+87% +$254K 0.16% 137
2025
Q3 		$335K Buy
5,151
+192
+4% +$12.5K 0.11% 174
2025
Q2 		$304K Buy
+4,959
New +$278K 0.11% 173

Other funds holding IBIT

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 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
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
L
Laurore Hong Kong $263M AUM
AWIRL
Al Warda Investments RSC Ltd Abu Dhabi $408M AUM

Prosperity Wealth Management's IBIT Position: Q4 2025 in Review

Prosperity Wealth Management increased its iShares Bitcoin Trust (IBIT) stake by 87% in Q4 2025, buying an estimated $254K and bringing the position to 9,622 shares worth $478K. The position accounts for 0.16% of the portfolio, ranked #137.

Prosperity Wealth Management first reported a position in IBIT in Q2 2025 and has held it in 3 quarters since. 1,651 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • Prosperity Wealth Management held 9,622 shares of iShares Bitcoin Trust worth $478K as of Q4 2025.
  • Prosperity Wealth Management bought 4,471 iShares Bitcoin Trust shares in Q4 2025, an estimated $254K.
  • iShares Bitcoin Trust made up 0.16% of Prosperity Wealth Management's portfolio in Q4 2025, its #137 holding.
  • Prosperity Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 3 quarters since.
  • 1,651 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.