Red Door Wealth Management’s iShares Bitcoin Trust IBIT Stock Holding History

Red Door 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 Q2	$2.31M	Sell	69,488 -10,173	-13%	-$414K	0.21%	75
2026 Q1	$3.06M	Sell	79,661 -2,090	-3%	-$90.5K	0.32%	63
2025 Q4	$4.06M	Sell	81,751 -5,267	-6%	-$299K	0.42%	56
2025 Q3	$5.66M	Sell	87,018 -20,703	-19%	-$1.35M	0.6%	46
2025 Q2	$6.59M	Sell	107,721 -23,795	-18%	-$1.33M	0.79%	39
2025 Q1	$6.16M	Buy	131,516 +9,068	+7%	+$480K	0.91%	35
2024 Q4	$6.5M	Buy	122,448 +27,097	+28%	+$1.28M	0.99%	33
2024 Q3	$3.45M	Buy	95,351 +11,722	+14%	+$407K	0.57%	48
2024 Q2	$2.86M	Buy	+83,629	New	+$3.12M	0.5%	53

Other funds holding IBIT

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

OCM

Ovata Capital Management Hong Kong $1.33B AUM 5.69% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RSC

Rising Stella Capital Singapore $249M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Red Door Wealth Management's IBIT Position: Q2 2026 in Review

Red Door Wealth Management reduced its iShares Bitcoin Trust (IBIT) stake by 13% in Q2 2026, selling an estimated $414K and leaving 69,488 shares worth $2.31M. The position accounts for 0.21% of the portfolio, ranked #75.

Red Door Wealth Management first reported a position in IBIT in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.59M in Q2 2025. 732 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Red Door Wealth Management held 69,488 shares of iShares Bitcoin Trust worth $2.31M as of Q2 2026.
Red Door Wealth Management sold 10,173 iShares Bitcoin Trust shares in Q2 2026, an estimated $414K.
iShares Bitcoin Trust made up 0.21% of Red Door Wealth Management's portfolio in Q2 2026, its #75 holding.
Red Door Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2024 and has held it in 9 quarters since.
Red Door Wealth Management's iShares Bitcoin Trust position peaked at $6.59M in Q2 2025.
732 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.