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

Shelton 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
Q3 		– Sell
-3,500
Closed -$214K – 166
2025
Q2 		$214K Buy
+3,500
New +$196K 0.1% 120

Other funds holding IBIT

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Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Symmetry Investments St Helier, Jersey $913M AUM 30.59% 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
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Shelton Wealth Management's IBIT Position: Q3 2025 in Review

Shelton Wealth Management sold out of iShares Bitcoin Trust (IBIT) in Q3 2025, closing a stake of 209 shares — an estimated $12.8K sold.

Shelton Wealth Management first reported a position in IBIT in Q2 2025 and held it in 1 quarter. The position peaked at $12.8K in Q2 2025. 1,623 funds tracked by Wall St. Rank hold IBIT as of Q3 2025.

  • Shelton Wealth Management reported no remaining iShares Bitcoin Trust position as of Q3 2025 after selling out during the quarter.
  • Shelton Wealth Management sold 209 iShares Bitcoin Trust shares in Q3 2025, an estimated $12.8K.
  • Shelton Wealth Management first reported a position in iShares Bitcoin Trust in Q2 2025 and held it in 1 quarter.
  • Shelton Wealth Management's iShares Bitcoin Trust position peaked at $12.8K in Q2 2025.
  • 1,623 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2025.

Based on Shelton Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.