Simplify Asset Management
IBIT icon

Simplify Asset Management’s iShares Bitcoin Trust IBIT Stock Holding History

Simplify Asset 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 		$18.9M Buy
+400,000
New +$16.1M 0.31% 16

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
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
BigSur Wealth Management
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return

Simplify Asset Management's IBIT Position: Q3 2026 in Review

Simplify Asset Management reduced its iShares Bitcoin Trust (IBIT) stake by 27% in Q3 2026, selling an estimated $5.23M and leaving 357,300 shares worth $16.9M. The position accounts for 0.28% of the portfolio, ranked #18.

Simplify Asset Management first reported a position in IBIT in Q3 2025 and has held it in 5 quarters since. The position peaked at $41.3M in Q3 2025. 717 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Simplify Asset Management held 357,300 shares of iShares Bitcoin Trust worth $16.9M as of Q3 2026.
  • Simplify Asset Management sold 129,600 iShares Bitcoin Trust shares in Q3 2026, an estimated $5.23M.
  • iShares Bitcoin Trust made up 0.28% of Simplify Asset Management's portfolio in Q3 2026, its #18 holding.
  • Simplify Asset Management first reported a position in iShares Bitcoin Trust in Q3 2025 and has held it in 5 quarters since.
  • Simplify Asset Management's iShares Bitcoin Trust position peaked at $41.3M in Q3 2025.
  • 717 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Simplify Asset Management's 13F filing for Q3 2026, filed 27 Oct 2026.