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SageView Advisory Group’s iShares Bitcoin Trust IBIT Stock Holding History

SageView Advisory 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
2025
Q4 		$225K Buy
4,528
+7
+0.2% +$398 0.01% 557
2025
Q3 		$294K Buy
4,521
+1,433
+46% +$93.2K 0.01% 525
2025
Q2 		$207K Buy
+3,088
New +$173K 0.01% 594

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

SageView Advisory Group's IBIT Position: Q4 2025 in Review

SageView Advisory Group increased its iShares Bitcoin Trust (IBIT) stake by 0.15% in Q4 2025, buying an estimated $398 and bringing the position to 4,528 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #557.

SageView Advisory Group first reported a position in IBIT in Q2 2025 and has held it in 3 quarters since. The position peaked at $294K in Q3 2025. 1,652 funds tracked by Wall St. Rank hold IBIT as of Q4 2025.

  • SageView Advisory Group held 4,528 shares of iShares Bitcoin Trust worth $225K as of Q4 2025.
  • SageView Advisory Group bought 7 iShares Bitcoin Trust shares in Q4 2025, an estimated $398.
  • iShares Bitcoin Trust made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #557 holding.
  • SageView Advisory Group first reported a position in iShares Bitcoin Trust in Q2 2025 and has held it in 3 quarters since.
  • SageView Advisory Group's iShares Bitcoin Trust position peaked at $294K in Q3 2025.
  • 1,652 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.