Royal Fund Management
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Royal Fund Management’s iShares Bitcoin Trust IBIT Stock Holding History

Royal Fund 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 		$289K Buy
+6,114
New +$247K 0.02% 244
2026
Q2 		– Sell
-19,561
Closed -$729K – 316
2026
Q1 		$729K Sell
19,561
-3,907
-17% -$169K 0.07% 196
2025
Q4 		$1.17M Buy
+23,468
New +$1.33M 0.11% 170
2025
Q2 		– Sell
-7,784
Closed -$364K – 348
2025
Q1 		$364K Buy
+7,784
New +$412K 0.04% 248

Other funds holding IBIT

Pilgrim Partners Asia
Pilgrim Partners Asia Singapore $506M AUM 28.94% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return
Oxler Private Wealth
Oxler Private Wealth Rye Brook, New York $372M AUM 19.08% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Verde Servicos Internacionais
Verde Servicos Internacionais Sao Paulo, Brazil $294M AUM 9.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Royal Fund Management's IBIT Position: Q3 2026 in Review

Royal Fund Management opened a new position in iShares Bitcoin Trust (IBIT) in Q3 2026: 6,114 shares worth $289K. The stake represents 0.02% of the portfolio and ranks #244 among its holdings. This is a return to the name: Royal Fund Management previously reported a position in IBIT as recently as Q1 2026.

Royal Fund Management first reported a position in IBIT in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.17M in Q4 2025. 717 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Royal Fund Management held 6,114 shares of iShares Bitcoin Trust worth $289K as of Q3 2026.
  • iShares Bitcoin Trust was a new Royal Fund Management position in Q3 2026.
  • iShares Bitcoin Trust made up 0.02% of Royal Fund Management's portfolio in Q3 2026, its #244 holding.
  • Royal Fund Management first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 4 quarters since.
  • Royal Fund Management's iShares Bitcoin Trust position peaked at $1.17M in Q4 2025.
  • 717 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.