Sard Wealth Management Group
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Sard Wealth Management Group’s iShares Bitcoin Trust IBIT Stock Holding History

Sard Wealth Management 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
2026
Q3 		$302K Hold
6,376
– – 0.12% 53
2026
Q2 		$212K Hold
6,376
– – 0.1% 59
2026
Q1 		$245K Buy
6,376
+46
+0.7% +$1.99K 0.13% 53
2025
Q4 		$314K Buy
6,330
+179
+3% +$10.2K 0.17% 43
2025
Q3 		$400K Buy
6,151
+231
+4% +$15K 0.23% 36
2025
Q2 		$362K Hold
5,920
– – 0.22% 34
2025
Q1 		$277K Buy
+5,920
New +$313K 0.19% 36

Other funds holding IBIT

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Avenir Tech
Avenir Tech Hong Kong $646M AUM 20.82% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SCHF (GPE)
SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return

Sard Wealth Management Group's IBIT Position: Q3 2026 in Review

Sard Wealth Management Group held its iShares Bitcoin Trust (IBIT) position steady in Q3 2026 at 6,376 shares worth $302K. The position accounts for 0.12% of the portfolio, ranked #53.

Sard Wealth Management Group first reported a position in IBIT in Q1 2025 and has held it in 7 quarters since. The position peaked at $400K in Q3 2025. 1,442 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Sard Wealth Management Group held 6,376 shares of iShares Bitcoin Trust worth $302K as of Q3 2026.
  • Sard Wealth Management Group left its iShares Bitcoin Trust share count unchanged in Q3 2026.
  • iShares Bitcoin Trust made up 0.12% of Sard Wealth Management Group's portfolio in Q3 2026, its #53 holding.
  • Sard Wealth Management Group first reported a position in iShares Bitcoin Trust in Q1 2025 and has held it in 7 quarters since.
  • Sard Wealth Management Group's iShares Bitcoin Trust position peaked at $400K in Q3 2025.
  • 1,442 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Sard Wealth Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.