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Steel Grove Capital Advisors’s iShares Bitcoin Trust IBIT Stock Holding History

Steel Grove Capital Advisors’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 		$21.4M Buy
452,645
+30
+0% +$1.21K 1.91% 8
2026
Q2 		$15.1M Sell
452,615
-475
-0.1% -$19.3K 1.4% 9
2026
Q1 		$17.4M Sell
453,090
-500
-0.1% -$21.6K 1.83% 8
2025
Q4 		$22.5M Buy
+453,590
New +$25.8M 2.34% 8

Other funds holding IBIT

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $423M AUM 18.98% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
FAM
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Steel Grove Capital Advisors's IBIT Position: Q3 2026 in Review

Steel Grove Capital Advisors increased its iShares Bitcoin Trust (IBIT) stake by 0.01% in Q3 2026, buying an estimated $1.21K and bringing the position to 452,645 shares worth $21.4M. The position accounts for 1.91% of the portfolio, ranked #8.

Steel Grove Capital Advisors first reported a position in IBIT in Q4 2025 and has held it in 4 quarters since. The position peaked at $22.5M in Q4 2025. 175 funds tracked by Wall St. Rank hold IBIT as of Q3 2026.

  • Steel Grove Capital Advisors held 452,645 shares of iShares Bitcoin Trust worth $21.4M as of Q3 2026.
  • Steel Grove Capital Advisors bought 30 iShares Bitcoin Trust shares in Q3 2026, an estimated $1.21K.
  • iShares Bitcoin Trust made up 1.91% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #8 holding.
  • Steel Grove Capital Advisors first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 4 quarters since.
  • Steel Grove Capital Advisors's iShares Bitcoin Trust position peaked at $22.5M in Q4 2025.
  • 175 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.